JNBA Financial Advisors’s TOWERS WATSON & CO COM STK CL A (DE) TW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-2,410
| Closed | -$310K | – | 588 |
|
|
2015
Q4 | $310K | Hold |
2,410
| – | – | 0.12% | 80 |
|
|
2015
Q3 | $283K | Hold |
2,410
| – | – | 0.12% | 72 |
|
|
2015
Q2 | $303K | Sell |
2,410
-270
| -10% | -$33.9K | 0.11% | 76 |
|
|
2015
Q1 | $354K | Sell |
2,680
-300
| -10% | -$39.6K | 0.14% | 71 |
|
|
2014
Q4 | $337K | Sell |
2,980
-24
| -0.8% | -$2.71K | 0.14% | 72 |
|
|
2014
Q3 | $299K | Buy |
3,004
+24
| +0.8% | +$2.39K | 0.14% | 72 |
|
|
2014
Q2 | $311K | Sell |
2,980
-330
| -10% | -$34.4K | 0.15% | 68 |
|
|
2014
Q1 | $378K | Hold |
3,310
| – | – | 0.2% | 57 |
|
|
2013
Q4 | $422K | Sell |
3,310
-250
| -7% | -$31.9K | 0.23% | 54 |
|
|
2013
Q3 | $381K | Hold |
3,560
| – | – | 0.24% | 59 |
|
|
2013
Q2 | $292K | Buy |
+3,560
| New | +$292K | 0.2% | 65 |
|