Ellevest Inc’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
Q2 | – | Sell |
-595
| Closed | -$138K | – | 1668 |
|
|
2023
Q1 | $138K | Buy |
595
+103
| +21% | +$23.9K | 0.01% | 385 |
|
|
2022
Q4 | $120K | Buy |
492
+122
| +33% | +$29.8K | 0.01% | 399 |
|
|
2022
Q3 | $74K | Buy |
370
+91
| +33% | +$18.2K | 0.01% | 480 |
|
|
2022
Q2 | $55K | Buy |
279
+185
| +197% | +$36.5K | 0.01% | 544 |
|
|
2022
Q1 | $22K | Sell |
94
-33
| -26% | -$7.72K | ﹤0.01% | 724 |
|
|
2021
Q4 | $30K | Buy |
127
+20
| +19% | +$4.72K | ﹤0.01% | 640 |
|
|
2021
Q3 | $25K | Buy |
107
+6
| +6% | +$1.4K | ﹤0.01% | 621 |
|
|
2021
Q2 | $23K | Sell |
101
-39
| -28% | -$8.88K | ﹤0.01% | 619 |
|
|
2021
Q1 | $32K | Sell |
140
-6
| -4% | -$1.37K | ﹤0.01% | 564 |
|
|
2020
Q4 | $31K | Sell |
146
-28
| -16% | -$5.95K | ﹤0.01% | 549 |
|
|
2020
Q3 | $36K | Sell |
174
-238
| -58% | -$49.2K | 0.01% | 428 |
|
|
2020
Q2 | $81K | Buy |
412
+183
| +80% | +$36K | 0.02% | 254 |
|
|
2020
Q1 | $39K | Buy |
229
+78
| +52% | +$13.3K | 0.01% | 284 |
|
|
2019
Q4 | $30K | Buy |
+151
| New | +$30K | 0.01% | 333 |
|