Icon Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-57
| Closed | -$10K | – | 783 |
|
|
2019
Q1 | $10K | Buy |
+57
| New | +$10K | ﹤0.01% | 671 |
|
|
2018
Q3 | – | Sell |
-17
| Closed | -$3K | – | 729 |
|
|
2018
Q2 | $3K | Buy |
+17
| New | +$3K | ﹤0.01% | 791 |
|
|
2018
Q1 | – | Sell |
-99
| Closed | -$15K | – | 740 |
|
|
2017
Q4 | $15K | Buy |
+99
| New | +$15K | 0.01% | 659 |
|