Integrated Wealth Management’s Willis Towers Watson WTW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-13
| Closed | -$2K | – | 1016 |
|
|
2016
Q3 | $2K | Hold |
13
| – | – | ﹤0.01% | 1093 |
|
|
2016
Q2 | $2K | Hold |
13
| – | – | ﹤0.01% | 1105 |
|
|
2016
Q1 | $2K | Buy |
13
+4
| +44% | +$615 | ﹤0.01% | 1028 |
|
|
2015
Q4 | $1K | Hold |
9
| – | – | ﹤0.01% | 1244 |
|
|
2015
Q3 | $1K | Sell |
9
-25
| -74% | -$2.78K | ﹤0.01% | 1253 |
|
|
2015
Q2 | $4K | Buy |
34
+25
| +278% | +$2.94K | ﹤0.01% | 1017 |
|
|
2015
Q1 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 1229 |
|