First Trust Direct Indexing’s Willis Towers Watson WTW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
|
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|
2024
Q3 | $755K | Buy |
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|
2024
Q2 | $651K | Buy |
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|
2024
Q1 | $508K | Buy |
|
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|
2023
Q4 | $393K | Buy |
|
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|
2023
Q3 | $220K | Sell |
|
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|
2023
Q2 | $310K | Sell |
|
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|
2023
Q1 | $323K | Buy |
|
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|
2022
Q4 | $278K | Buy |
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|
2022
Q3 | $226K | Buy |
|
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|
2022
Q2 | – | Sell |
|
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|
2022
Q1 | $329K | Buy |
|
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|
2021
Q4 | $268K | Buy |
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|
2021
Q3 | $250K | Buy |
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|
2021
Q1 | – | Sell |
|
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|
2020
Q4 | $13K | Buy |
|