Holistic Financial Partners’s Willis Towers Watson WTW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-361	Closed	-$55K	–	376
2018 Q1	$55K	Buy	361 +19	+6%	+$2.9K	0.05%	183
2017 Q4	$52K	Buy	+342	New	+$52K	0.04%	195