Jacobi Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-99
| Closed | -$23K | – | 1507 |
|
|
2021
Q2 | $23K | Buy |
99
+22
| +29% | +$5.11K | ﹤0.01% | 807 |
|
|
2021
Q1 | $18K | Buy |
77
+54
| +235% | +$12.6K | ﹤0.01% | 807 |
|
|
2020
Q4 | $5K | Buy |
23
+5
| +28% | +$1.09K | ﹤0.01% | 1023 |
|
|
2020
Q3 | $4K | Buy |
18
+10
| +125% | +$2.22K | ﹤0.01% | 1006 |
|
|
2020
Q2 | $2K | Buy |
+8
| New | +$2K | ﹤0.01% | 1086 |
|