Castleview Partners’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
Q3 | – | Sell |
-7
| Closed | -$1.84K | – | 935 |
|
|
2024
Q2 | $1.84K | Buy |
7
+2
| +40% | +$524 | ﹤0.01% | 749 |
|
|
2024
Q1 | $1.38K | Sell |
5
-1
| -17% | -$275 | ﹤0.01% | 771 |
|
|
2023
Q4 | $1.45K | Hold |
6
| – | – | ﹤0.01% | 733 |
|
|
2023
Q3 | $1.25K | Sell |
6
-1
| -14% | -$209 | ﹤0.01% | 598 |
|
|
2023
Q2 | $1.65K | Buy |
7
+1
| +17% | +$236 | ﹤0.01% | 598 |
|
|
2023
Q1 | $1.39K | Hold |
6
| – | – | ﹤0.01% | 589 |
|
|
2022
Q4 | $1.47K | Sell |
6
-1
| -14% | -$245 | ﹤0.01% | 529 |
|
|
2022
Q3 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 603 |
|