LWA
Lenox Wealth Advisors’s Willis Towers Watson WTW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-9
| Closed | -$2K | – | 1015 |
|
|
2021
Q4 | $2K | Buy |
+9
| New | +$2K | ﹤0.01% | 772 |
|
|
2020
Q1 | – | Sell |
-1
| Closed | – | – | 950 |
|
|
2019
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 831 |
|
|
2019
Q2 | – | Sell |
-12
| Closed | -$2K | – | 585 |
|
|
2019
Q1 | $2K | Buy |
+12
| New | +$2K | ﹤0.01% | 550 |
|
|
2018
Q3 | – | Sell |
-42
| Closed | -$6K | – | 526 |
|
|
2018
Q2 | $6K | Buy |
+42
| New | +$6K | ﹤0.01% | 440 |
|
|
2016
Q4 | – | Sell |
-2,963
| Closed | -$393K | – | 193 |
|
|
2016
Q3 | $393K | Hold |
2,963
| – | – | 0.12% | 23 |
|
|
2016
Q2 | $368K | Hold |
2,963
| – | – | 0.11% | 26 |
|
|
2016
Q1 | $352K | Buy |
+2,963
| New | +$352K | 0.11% | 25 |
|