MYCIO Wealth Partners’s Willis Towers Watson WTW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-8,263
| Closed | -$1.67M | – | 412 |
|
|
2019
Q4 | $1.67M | Hold |
8,263
| – | – | 0.11% | 86 |
|
|
2019
Q3 | $1.6M | Hold |
8,263
| – | – | 0.12% | 76 |
|
|
2019
Q2 | $1.58M | Hold |
8,263
| – | – | 0.12% | 72 |
|
|
2019
Q1 | $1.45M | Hold |
8,263
| – | – | 0.12% | 74 |
|
|
2018
Q4 | $1.26M | Hold |
8,263
| – | – | 0.12% | 83 |
|
|
2018
Q3 | $1.17M | Sell |
8,263
-518
| -6% | -$73K | 0.11% | 83 |
|
|
2018
Q2 | $1.33M | Hold |
8,781
| – | – | 0.14% | 72 |
|
|
2018
Q1 | $1.34M | Hold |
8,781
| – | – | 0.15% | 62 |
|
|
2017
Q4 | $1.32M | Hold |
8,781
| – | – | 0.14% | 65 |
|
|
2017
Q3 | $1.35M | Sell |
8,781
-13
| -0.1% | -$2.01K | 0.15% | 62 |
|
|
2017
Q2 | $1.28M | Buy |
8,794
+5,825
| +196% | +$847K | 0.15% | 63 |
|
|
2017
Q1 | $389K | Hold |
2,969
| – | – | 0.05% | 152 |
|
|
2016
Q4 | $363K | Buy |
+2,969
| New | +$363K | 0.05% | 147 |
|
|
2015
Q4 | – | Sell |
-11
| Closed | -$1K | – | 844 |
|
|
2015
Q3 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 836 |
|