Financial Architects (New Jersey)’s Willis Towers Watson WTW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-2,878
| Closed | -$437K | – | 1389 |
|
|
2018
Q4 | $437K | Hold |
2,878
| – | – | 0.08% | 155 |
|
|
2018
Q3 | $406K | Hold |
2,878
| – | – | 0.07% | 190 |
|
|
2018
Q2 | $436K | Hold |
2,878
| – | – | 0.08% | 181 |
|
|
2018
Q1 | $438K | Buy |
2,878
+1,613
| +128% | +$245K | 0.09% | 164 |
|
|
2017
Q4 | $191K | Sell |
1,265
-19
| -1% | -$2.87K | 0.03% | 304 |
|
|
2017
Q3 | $198K | Hold |
1,284
| – | – | 0.04% | 309 |
|
|
2017
Q2 | $187K | Buy |
1,284
+31
| +2% | +$4.52K | 0.03% | 302 |
|
|
2017
Q1 | $164K | Buy |
1,253
+790
| +171% | +$103K | 0.03% | 319 |
|
|
2016
Q4 | $57K | Hold |
463
| – | – | 0.01% | 534 |
|
|
2016
Q3 | $61K | Buy |
463
+5
| +1% | +$659 | 0.02% | 514 |
|
|
2016
Q2 | $57K | Sell |
458
-35
| -7% | -$4.36K | 0.02% | 506 |
|
|
2016
Q1 | $58K | Buy |
+493
| New | +$58K | 0.02% | 367 |
|