IMA Advisory Services’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
Q1 | – | Sell |
-13
| Closed | -$3K | – | 315 |
|
|
2021
Q4 | $3K | Hold |
13
| – | – | ﹤0.01% | 296 |
|
|
2021
Q3 | $3K | Hold |
13
| – | – | ﹤0.01% | 274 |
|
|
2021
Q2 | $3K | Hold |
13
| – | – | ﹤0.01% | 270 |
|
|
2021
Q1 | $3K | Sell |
13
-13
| -50% | -$3K | ﹤0.01% | 277 |
|
|
2020
Q4 | $5K | Sell |
26
-18
| -41% | -$3.46K | ﹤0.01% | 254 |
|
|
2020
Q3 | $9K | Buy |
44
+18
| +69% | +$3.68K | ﹤0.01% | 218 |
|
|
2020
Q2 | $5K | Hold |
26
| – | – | ﹤0.01% | 227 |
|
|
2020
Q1 | $4K | Hold |
26
| – | – | ﹤0.01% | 234 |
|
|
2019
Q4 | $5K | Hold |
26
| – | – | ﹤0.01% | 258 |
|
|
2019
Q3 | $5K | Hold |
26
| – | – | ﹤0.01% | 259 |
|
|
2019
Q2 | $5K | Hold |
26
| – | – | ﹤0.01% | 246 |
|
|
2019
Q1 | $5K | Hold |
26
| – | – | ﹤0.01% | 240 |
|
|
2018
Q4 | $4K | Hold |
26
| – | – | ﹤0.01% | 266 |
|
|
2018
Q3 | $4K | Hold |
26
| – | – | ﹤0.01% | 274 |
|
|
2018
Q2 | $4K | Buy |
+26
| New | +$4K | ﹤0.01% | 369 |
|