Ergoteles’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
Q1 | – | Sell |
-16,134
| Closed | -$3.95M | – | 1803 |
|
2022
Q4 | $3.95M | Sell |
16,134
-5,017
| -24% | -$1.23M | 0.15% | 144 |
|
2022
Q3 | $4.25M | Sell |
21,151
-4,297
| -17% | -$863K | 0.15% | 146 |
|
2022
Q2 | $5.02M | Buy |
25,448
+17,359
| +215% | +$3.43M | 0.15% | 150 |
|
2022
Q1 | $1.91M | Buy |
8,089
+4,353
| +117% | +$1.03M | 0.07% | 265 |
|
2021
Q4 | $887K | Buy |
+3,736
| New | +$887K | 0.03% | 451 |
|
2021
Q3 | – | Sell |
-12,900
| Closed | -$2.97M | – | 1728 |
|
2021
Q2 | $2.97M | Buy |
+12,900
| New | +$2.97M | 0.07% | 308 |
|
2021
Q1 | – | Sell |
-4,742
| Closed | -$999K | – | 1090 |
|
2020
Q4 | $999K | Buy |
4,742
+1,942
| +69% | +$409K | 0.03% | 333 |
|
2020
Q3 | $585K | Buy |
+2,800
| New | +$585K | 0.08% | 204 |
|