Buckingham Strategic Wealth’s TOWERS WATSON & CO COM STK CL A (DE) TW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-9,029
| Closed | -$1.16M | – | 257 |
|
|
2015
Q4 | $1.16M | Sell |
9,029
-332
| -4% | -$42.7K | 0.39% | 47 |
|
|
2015
Q3 | $1.1M | Sell |
9,361
-40
| -0.4% | -$4.7K | 0.39% | 48 |
|
|
2015
Q2 | $1.18M | Sell |
9,401
-3,902
| -29% | -$491K | 0.39% | 50 |
|
|
2015
Q1 | $1.76M | Hold |
13,303
| – | – | 0.66% | 28 |
|
|
2014
Q4 | $1.51M | Sell |
13,303
-1,518
| -10% | -$172K | 0.58% | 36 |
|
|
2014
Q3 | $1.48M | Hold |
14,821
| – | – | 0.61% | 36 |
|
|
2014
Q2 | $1.55M | Sell |
14,821
-417
| -3% | -$43.5K | 0.67% | 29 |
|
|
2014
Q1 | $1.74M | Buy |
15,238
+417
| +3% | +$47.6K | 0.8% | 25 |
|
|
2013
Q4 | $1.89M | Sell |
14,821
-439
| -3% | -$56K | 0.89% | 23 |
|
|
2013
Q3 | $1.63M | Sell |
15,260
-132
| -0.9% | -$14.1K | 0.86% | 24 |
|
|
2013
Q2 | $1.26M | Buy |
+15,392
| New | +$1.26M | 0.71% | 31 |
|