Gofen & Glossberg’s Willis Towers Watson WTW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-2,059
| Closed | -$270K | – | 478 |
|
|
2017
Q1 | $270K | Hold |
2,059
| – | – | 0.01% | 388 |
|
|
2016
Q4 | $252K | Sell |
2,059
-4,800
| -70% | -$587K | 0.01% | 374 |
|
|
2016
Q3 | $911K | Sell |
6,859
-275
| -4% | -$36.5K | 0.04% | 214 |
|
|
2016
Q2 | $887K | Sell |
7,134
-1,885
| -21% | -$234K | 0.04% | 214 |
|
|
2016
Q1 | $1.07M | Buy |
+9,019
| New | +$1.07M | 0.05% | 193 |
|