Dana Investment Advisors’s Willis Towers Watson WTW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,875
| Closed | -$677K | – | 422 |
|
|
2023
Q2 | $677K | Sell |
2,875
-338
| -11% | -$79.6K | 0.03% | 282 |
|
|
2023
Q1 | $747K | Sell |
3,213
-460
| -13% | -$107K | 0.04% | 272 |
|
|
2022
Q4 | $898K | Sell |
3,673
-68
| -2% | -$16.6K | 0.05% | 245 |
|
|
2022
Q3 | $752K | Sell |
3,741
-13
| -0.3% | -$2.61K | 0.04% | 254 |
|
|
2022
Q2 | $741K | Sell |
3,754
-3,873
| -51% | -$764K | 0.04% | 267 |
|
|
2022
Q1 | $1.8M | Sell |
7,627
-287
| -4% | -$67.8K | 0.08% | 145 |
|
|
2021
Q4 | $1.88M | Sell |
7,914
-1,018
| -11% | -$242K | 0.08% | 147 |
|
|
2021
Q3 | $2.08M | Buy |
+8,932
| New | +$2.08M | 0.09% | 129 |
|