Daymark Wealth 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
2023 Q4	–	Sell	-2,008	Closed	-$420K	–	410
2023 Q3	$420K	Sell	2,008 -154	-7%	-$32.2K	0.03%	260
2023 Q2	$509K	Sell	2,162 -494	-19%	-$116K	0.04%	235
2023 Q1	$617K	Sell	2,656 -13	-0.5%	-$3.02K	0.08%	169
2022 Q4	$653K	Buy	+2,669	New	+$653K	0.12%	127