Evoke Wealth’s Willis Towers Watson WTW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-17
| Closed | -$3K | – | 1153 |
|
|
2022
Q3 | $3K | Buy |
17
+9
| +113% | +$1.59K | ﹤0.01% | 1002 |
|
|
2022
Q2 | $2K | Sell |
8
-12
| -60% | -$3K | ﹤0.01% | 1083 |
|
|
2022
Q1 | $5K | Buy |
20
+11
| +122% | +$2.75K | ﹤0.01% | 930 |
|
|
2021
Q4 | $2K | Hold |
9
| – | – | ﹤0.01% | 1079 |
|
|
2021
Q3 | $2K | Sell |
9
-11
| -55% | -$2.44K | ﹤0.01% | 1037 |
|
|
2021
Q2 | $5K | Buy |
20
+5
| +33% | +$1.25K | ﹤0.01% | 907 |
|
|
2021
Q1 | $3K | Hold |
15
| – | – | ﹤0.01% | 979 |
|
|
2020
Q4 | $3K | Hold |
15
| – | – | ﹤0.01% | 846 |
|
|
2020
Q3 | $3K | Sell |
15
-4
| -21% | -$800 | ﹤0.01% | 803 |
|
|
2020
Q2 | $4K | Hold |
19
| – | – | ﹤0.01% | 757 |
|
|
2020
Q1 | $3.26K | Sell |
19
-28
| -60% | -$4.8K | ﹤0.01% | 711 |
|
|
2019
Q4 | $9.54K | Buy |
47
+4
| +9% | +$812 | ﹤0.01% | 763 |
|
|
2019
Q3 | $8.32K | Buy |
+43
| New | +$8.32K | ﹤0.01% | 867 |
|