Carroll Financial Associates’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
Q4 | $0 | Sell |
4
-1
| -20% | – | ﹤0.01% | 1978 |
|
|
2021
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 1736 |
|
|
2021
Q2 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 1659 |
|
|
2021
Q1 | – | Sell |
-17
| Closed | -$3K | – | 1789 |
|
|
2020
Q4 | $3K | Sell |
17
-7
| -29% | -$1.24K | ﹤0.01% | 1359 |
|
|
2020
Q3 | $5K | Sell |
24
-263
| -92% | -$54.8K | ﹤0.01% | 1204 |
|
|
2020
Q2 | $56K | Buy |
287
+222
| +342% | +$43.3K | ﹤0.01% | 627 |
|
|
2020
Q1 | $11K | Hold |
65
| – | – | ﹤0.01% | 922 |
|
|
2019
Q4 | $13K | Hold |
65
| – | – | ﹤0.01% | 988 |
|
|
2019
Q3 | $12K | Hold |
65
| – | – | ﹤0.01% | 953 |
|
|
2019
Q2 | $12K | Buy |
65
+23
| +55% | +$4.25K | ﹤0.01% | 963 |
|
|
2019
Q1 | $7K | Buy |
+42
| New | +$7K | ﹤0.01% | 1052 |
|
|
2017
Q3 | – | Sell |
-19
| Closed | -$2K | – | 1283 |
|
|
2017
Q2 | $2K | Sell |
19
-4
| -17% | -$421 | ﹤0.01% | 1109 |
|
|
2017
Q1 | $3K | Sell |
23
-15
| -39% | -$1.96K | ﹤0.01% | 1070 |
|
|
2016
Q4 | $4K | Hold |
38
| – | – | ﹤0.01% | 986 |
|
|
2016
Q3 | $5K | Buy |
38
+4
| +12% | +$526 | ﹤0.01% | 962 |
|
|
2016
Q2 | $4K | Buy |
34
+3
| +10% | +$353 | ﹤0.01% | 987 |
|
|
2016
Q1 | $3K | Hold |
31
| – | – | ﹤0.01% | 1010 |
|
|
2015
Q4 | $4K | Hold |
31
| – | – | ﹤0.01% | 922 |
|
|
2015
Q3 | $3K | Buy |
31
+3
| +11% | +$290 | ﹤0.01% | 944 |
|
|
2015
Q2 | $3K | Buy |
+28
| New | +$3K | ﹤0.01% | 950 |
|