Freestone Capital Holdings’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
Q2 | – | Sell |
-970
| Closed | -$229K | – | 594 |
|
|
2022
Q1 | $229K | Buy |
+970
| New | +$229K | 0.01% | 518 |
|
|
2014
Q1 | – | Sell |
-3,572
| Closed | -$424K | – | 289 |
|
|
2013
Q4 | $424K | Sell |
3,572
-339
| -9% | -$40.2K | 0.08% | 206 |
|
|
2013
Q3 | $449K | Buy |
3,911
+81
| +2% | +$9.3K | 0.08% | 230 |
|
|
2013
Q2 | $414K | Buy |
+3,830
| New | +$414K | 0.08% | 211 |
|