Disciplined Investments’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 |
-12
| Closed | -$2.83K | – | 1577 |
|
|
2023
Q2 | $2.83K | Sell |
12
-1
| -8% | -$236 | ﹤0.01% | 533 |
|
|
2023
Q1 | $3.02K | Sell |
13
-1
| -7% | -$232 | ﹤0.01% | 522 |
|
|
2022
Q4 | $3.42K | Buy |
14
+3
| +27% | +$734 | ﹤0.01% | 463 |
|
|
2022
Q3 | $2K | Buy |
11
+1
| +10% | +$182 | ﹤0.01% | 746 |
|
|
2022
Q2 | $2K | Sell |
10
-2
| -17% | -$400 | ﹤0.01% | 765 |
|
|
2022
Q1 | $3K | Buy |
+12
| New | +$3K | ﹤0.01% | 616 |
|