Bogart Wealth LLC’s Willis Towers Watson WTW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-150
| Closed | -$36.2K | – | 1131 |
|
|
2023
Q4 | $36.2K | Hold |
150
| – | – | ﹤0.01% | 422 |
|
|
2023
Q3 | $31.3K | Sell |
150
-14
| -9% | -$2.93K | ﹤0.01% | 410 |
|
|
2023
Q2 | $38.6K | Hold |
164
| – | – | ﹤0.01% | 371 |
|
|
2023
Q1 | $38.1K | Buy |
164
+11
| +7% | +$2.56K | ﹤0.01% | 360 |
|
|
2022
Q4 | $37.4K | Buy |
153
+3
| +2% | +$734 | ﹤0.01% | 341 |
|
|
2022
Q3 | $30K | Hold |
150
| – | – | ﹤0.01% | 375 |
|
|
2022
Q2 | $30K | Buy |
+150
| New | +$30K | ﹤0.01% | 367 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 725 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 574 |
|