Berman Capital Advisors’s Willis Towers Watson WTW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $112K | Buy |
485
+167
| +53% | +$38.6K | 0.02% | 407 |
|
|
2021
Q2 | $73K | Buy |
318
+66
| +26% | +$15.2K | 0.01% | 456 |
|
|
2021
Q1 | $57K | Buy |
252
+52
| +26% | +$11.8K | 0.01% | 437 |
|
|
2020
Q4 | $42K | Buy |
200
+4
| +2% | +$840 | 0.01% | 456 |
|
|
2020
Q3 | $40K | Sell |
196
-8
| -4% | -$1.63K | 0.01% | 406 |
|
|
2020
Q2 | $39K | Sell |
204
-30
| -13% | -$5.74K | 0.01% | 385 |
|
|
2020
Q1 | $39K | Buy |
234
+46
| +24% | +$7.67K | 0.01% | 340 |
|
|
2019
Q4 | $37K | Buy |
188
+7
| +4% | +$1.38K | 0.01% | 384 |
|
|
2019
Q3 | $34K | Sell |
181
-8
| -4% | -$1.5K | 0.01% | 376 |
|
|
2019
Q2 | $36K | Sell |
189
-8
| -4% | -$1.52K | 0.01% | 371 |
|
|
2019
Q1 | $34K | Buy |
197
+42
| +27% | +$7.25K | 0.01% | 346 |
|
|
2018
Q4 | $23K | Buy |
+155
| New | +$23K | 0.01% | 365 |
|