Level Financial Advisors’s Willis Towers Watson WTW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-343
| Closed | -$82.7K | – | 266 |
|
|
2023
Q4 | $82.7K | Hold |
343
| – | – | 0.04% | 93 |
|
|
2023
Q3 | $71.7K | Hold |
343
| – | – | 0.04% | 94 |
|
|
2023
Q2 | $80.8K | Sell |
343
-112
| -25% | -$26.4K | 0.05% | 88 |
|
|
2023
Q1 | $106K | Hold |
455
| – | – | 0.06% | 69 |
|
|
2022
Q4 | $111K | Sell |
455
-45
| -9% | -$11K | 0.07% | 67 |
|
|
2022
Q3 | $100K | Hold |
500
| – | – | 0.07% | 71 |
|
|
2022
Q2 | $99K | Buy |
+500
| New | +$99K | 0.07% | 75 |
|