Brewin Dolphin Wealth Management’s Willis Towers Watson WTW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $239K | Buy |
1,100
+550
| +100% | +$120K | 0.03% | 116 |
|
|
2022
Q1 | $130K | Sell |
550
-70
| -11% | -$16.5K | 0.01% | 146 |
|
|
2021
Q4 | $147K | Hold |
620
| – | – | 0.02% | 147 |
|
|
2021
Q3 | $144K | Hold |
620
| – | – | 0.02% | 145 |
|
|
2021
Q2 | $143K | Hold |
620
| – | – | 0.02% | 145 |
|
|
2021
Q1 | $142K | Hold |
620
| – | – | 0.02% | 127 |
|
|
2020
Q4 | $131K | Buy |
620
+360
| +138% | +$75.8K | 0.02% | 122 |
|
|
2020
Q3 | $54.3K | Buy |
260
+60
| +30% | +$12.5K | 0.01% | 154 |
|
|
2020
Q2 | $39.4K | Buy |
+200
| New | +$39.4K | 0.01% | 168 |
|