GHP Investment Advisors’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
Q3 | – | Sell |
-90
| Closed | -$18.3K | – | 976 |
|
|
2023
Q2 | $18.3K | Sell |
90
-128
| -59% | -$26.1K | ﹤0.01% | 599 |
|
|
2023
Q1 | $50.7K | Hold |
218
| – | – | ﹤0.01% | 486 |
|
|
2022
Q4 | $53.3K | Hold |
218
| – | – | ﹤0.01% | 482 |
|
|
2022
Q3 | $44K | Hold |
218
| – | – | ﹤0.01% | 500 |
|
|
2022
Q2 | $43K | Hold |
218
| – | – | ﹤0.01% | 500 |
|
|
2022
Q1 | $51K | Buy |
+218
| New | +$51K | ﹤0.01% | 496 |
|