KCS Wealth Advisory’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
Q2 | – | Sell |
-1,064
| Closed | -$251K | – | 174 |
|
|
2022
Q1 | $251K | Sell |
1,064
-1,749
| -62% | -$413K | 0.12% | 145 |
|
|
2021
Q4 | $668K | Buy |
2,813
+112
| +4% | +$26.6K | 0.27% | 98 |
|
|
2021
Q3 | $628K | Sell |
2,701
-184
| -6% | -$42.8K | 0.3% | 88 |
|
|
2021
Q2 | $664K | Buy |
2,885
+86
| +3% | +$19.8K | 0.31% | 91 |
|
|
2021
Q1 | $641K | Buy |
+2,799
| New | +$641K | 0.33% | 88 |
|