Intellectus 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
Q1 | – | Sell |
-905
| Closed | -$137K | – | 611 |
|
|
2017
Q4 | $137K | Sell |
905
-984
| -52% | -$149K | 0.05% | 253 |
|
|
2017
Q3 | $292K | Hold |
1,889
| – | – | 0.12% | 178 |
|
|
2017
Q2 | $276K | Sell |
1,889
-58
| -3% | -$8.47K | 0.12% | 168 |
|
|
2017
Q1 | $256K | Sell |
1,947
-93
| -5% | -$12.2K | 0.13% | 157 |
|
|
2016
Q4 | $250K | Buy |
+2,040
| New | +$250K | 0.13% | 154 |
|