Bartlett & Co’s Willis Towers Watson WTW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-9
| Closed | -$2K | – | 1191 |
|
|
2023
Q2 | $2K | Hold |
9
| – | – | ﹤0.01% | 1075 |
|
|
2023
Q1 | $2K | Hold |
9
| – | – | ﹤0.01% | 988 |
|
|
2022
Q4 | $2K | Hold |
9
| – | – | ﹤0.01% | 1025 |
|
|
2022
Q3 | $2K | Hold |
9
| – | – | ﹤0.01% | 1072 |
|
|
2022
Q2 | $2K | Buy |
+9
| New | +$2K | ﹤0.01% | 1194 |
|
|
2021
Q4 | – | Sell |
-17
| Closed | -$4K | – | 901 |
|
|
2021
Q3 | $4K | Buy |
+17
| New | +$4K | ﹤0.01% | 803 |
|