Center for Financial Planning’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
Q2 | – | Sell |
-3
| Closed | -$1K | – | 551 |
|
|
2021
Q1 | $1K | Hold |
3
| – | – | ﹤0.01% | 518 |
|
|
2020
Q4 | $1K | Hold |
3
| – | – | ﹤0.01% | 460 |
|
|
2020
Q3 | $1K | Hold |
3
| – | – | ﹤0.01% | 435 |
|
|
2020
Q2 | $1K | Sell |
3
-56
| -95% | -$18.7K | ﹤0.01% | 440 |
|
|
2020
Q1 | $10K | Buy |
59
+19
| +48% | +$3.22K | ﹤0.01% | 334 |
|
|
2019
Q4 | $8K | Buy |
+40
| New | +$8K | ﹤0.01% | 330 |
|