Gideon Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-4,078
| Closed | -$787K | – | 403 |
|
|
2019
Q3 | $787K | Sell |
4,078
-2,855
| -41% | -$551K | 0.26% | 132 |
|
|
2019
Q2 | $1.33M | Buy |
+6,933
| New | +$1.33M | 0.46% | 72 |
|
|
2019
Q1 | – | Sell |
-3,728
| Closed | -$566K | – | 534 |
|
|
2018
Q4 | $566K | Buy |
3,728
+622
| +20% | +$94.4K | 0.23% | 131 |
|
|
2018
Q3 | $438K | Sell |
3,106
-178
| -5% | -$25.1K | 0.21% | 169 |
|
|
2018
Q2 | $498K | Sell |
3,284
-2,022
| -38% | -$307K | 0.25% | 137 |
|
|
2018
Q1 | $808K | Buy |
+5,306
| New | +$808K | 0.5% | 37 |
|
|
2017
Q4 | – | Sell |
-2,505
| Closed | -$386K | – | 419 |
|
|
2017
Q3 | $386K | Buy |
+2,505
| New | +$386K | 0.38% | 80 |
|
|
2016
Q1 | – | Sell |
-2,429
| Closed | -$312K | – | 241 |
|
|
2015
Q4 | $312K | Buy |
+2,429
| New | +$312K | 0.23% | 139 |
|
|
2015
Q3 | – | Sell |
-2,679
| Closed | -$333K | – | 340 |
|
|
2015
Q2 | $333K | Buy |
+2,679
| New | +$333K | 0.14% | 185 |
|
|
2014
Q4 | – | Sell |
-7,932
| Closed | -$870K | – | 321 |
|
|
2014
Q3 | $870K | Buy |
+7,932
| New | +$870K | 0.34% | 101 |
|