Dixon Hubard Feinour & Brown’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 |
-1,189
| Closed | -$248K | – | 219 |
|
|
2021
Q1 | $248K | Hold |
1,189
| – | – | 0.03% | 181 |
|
|
2020
Q4 | $248K | Hold |
1,189
| – | – | 0.06% | 154 |
|
|
2020
Q3 | $248K | Sell |
1,189
-65
| -5% | -$13.6K | 0.06% | 154 |
|
|
2020
Q2 | $263K | Hold |
1,254
| – | – | 0.07% | 151 |
|
|
2020
Q1 | $213K | Buy |
1,254
+65
| +5% | +$11K | 0.07% | 147 |
|
|
2019
Q4 | $240K | Hold |
1,189
| – | – | 0.06% | 159 |
|
|
2019
Q3 | $229K | Hold |
1,189
| – | – | 0.06% | 156 |
|
|
2019
Q2 | $228K | Hold |
1,189
| – | – | 0.06% | 157 |
|
|
2019
Q1 | $209K | Buy |
+1,189
| New | +$209K | 0.06% | 162 |
|
|
2016
Q1 | – | Sell |
-1,713
| Closed | -$220K | – | 184 |
|
|
2015
Q4 | $220K | Buy |
+1,713
| New | +$220K | 0.07% | 155 |
|
|
2015
Q3 | – | Sell |
-1,699
| Closed | -$211K | – | 193 |
|
|
2015
Q2 | $211K | Sell |
1,699
-491
| -22% | -$61K | 0.07% | 170 |
|
|
2015
Q1 | $279K | Buy |
+2,190
| New | +$279K | 0.08% | 162 |
|