Howe & Rusling’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
Q3 | – | Sell |
-48
| Closed | -$9K | – | 1207 |
|
|
2022
Q2 | $9K | Buy |
48
+10
| +26% | +$1.88K | ﹤0.01% | 560 |
|
|
2022
Q1 | $9K | Sell |
38
-10
| -21% | -$2.37K | ﹤0.01% | 546 |
|
|
2021
Q4 | $11K | Buy |
48
+10
| +26% | +$2.29K | ﹤0.01% | 527 |
|
|
2021
Q3 | $9K | Sell |
38
-7
| -16% | -$1.66K | ﹤0.01% | 536 |
|
|
2021
Q2 | $10K | Sell |
45
-18
| -29% | -$4K | ﹤0.01% | 495 |
|
|
2021
Q1 | $14K | Sell |
63
-4
| -6% | -$889 | ﹤0.01% | 449 |
|
|
2020
Q4 | $14K | Sell |
67
-47
| -41% | -$9.82K | ﹤0.01% | 443 |
|
|
2020
Q3 | $24K | Buy |
114
+2
| +2% | +$421 | ﹤0.01% | 342 |
|
|
2020
Q2 | $22K | Buy |
112
+5
| +5% | +$982 | ﹤0.01% | 341 |
|
|
2020
Q1 | $18K | Buy |
107
+8
| +8% | +$1.35K | ﹤0.01% | 356 |
|
|
2019
Q4 | $20K | Buy |
99
+35
| +55% | +$7.07K | ﹤0.01% | 377 |
|
|
2019
Q3 | $12K | Hold |
64
| – | – | ﹤0.01% | 450 |
|
|
2019
Q2 | $12K | Sell |
64
-5
| -7% | -$938 | ﹤0.01% | 433 |
|
|
2019
Q1 | $12K | Sell |
69
-8
| -10% | -$1.39K | ﹤0.01% | 428 |
|
|
2018
Q4 | $12K | Buy |
77
+5
| +7% | +$779 | ﹤0.01% | 421 |
|
|
2018
Q3 | $10K | Hold |
72
| – | – | ﹤0.01% | 511 |
|
|
2018
Q2 | $11K | Hold |
72
| – | – | ﹤0.01% | 446 |
|
|
2018
Q1 | $11K | Buy |
+72
| New | +$11K | ﹤0.01% | 484 |
|
|
2016
Q3 | – | Sell |
-11
| Closed | -$1K | – | 1136 |
|
|
2016
Q2 | $1K | Hold |
11
| – | – | ﹤0.01% | 925 |
|
|
2016
Q1 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 963 |
|