Klingman & Associates’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 |
-37
| Closed | -$5K | – | 325 |
|
|
2016
Q3 | $5K | Hold |
37
| – | – | ﹤0.01% | 330 |
|
|
2016
Q2 | $5K | Buy |
+37
| New | +$5K | ﹤0.01% | 333 |
|
|
2016
Q1 | – | Sell |
-38
| Closed | -$5K | – | 409 |
|
|
2015
Q4 | $5K | Hold |
38
| – | – | ﹤0.01% | 336 |
|
|
2015
Q3 | $4K | Hold |
38
| – | – | ﹤0.01% | 373 |
|
|
2015
Q2 | $5K | Hold |
38
| – | – | ﹤0.01% | 349 |
|
|
2015
Q1 | $5K | Hold |
38
| – | – | ﹤0.01% | 318 |
|
|
2014
Q4 | $4K | Buy |
+38
| New | +$4K | ﹤0.01% | 338 |
|