Desjardins Global Asset Management’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 | $2.07M | Sell |
8,584
-1,061
| -11% | -$256K | 0.22% | 106 |
|
|
2023
Q3 | $2.02M | Buy |
9,645
+8,990
| +1,373% | +$1.88M | 0.22% | 97 |
|
|
2023
Q2 | $154K | Buy |
655
+157
| +32% | +$37K | 0.02% | 463 |
|
|
2023
Q1 | $116K | Buy |
+498
| New | +$116K | 0.01% | 461 |
|
|
2022
Q2 | – | Sell |
-1,454
| Closed | -$343K | – | 505 |
|
|
2022
Q1 | $343K | Sell |
1,454
-39
| -3% | -$9.2K | 0.03% | 304 |
|
|
2021
Q4 | $354K | Buy |
+1,493
| New | +$354K | 0.03% | 316 |
|