New England Guild Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $258K | Hold |
1,055
| – | – | 0.14% | 62 |
|
|
2022
Q3 | $212K | Hold |
1,055
| – | – | 0.13% | 66 |
|
|
2022
Q2 | $208K | Hold |
1,055
| – | – | 0.13% | 69 |
|
|
2022
Q1 | $249K | Hold |
1,055
| – | – | 0.13% | 65 |
|
|
2021
Q4 | $251K | Hold |
1,055
| – | – | 0.13% | 66 |
|
|
2021
Q3 | $245K | Hold |
1,055
| – | – | 0.13% | 60 |
|
|
2021
Q2 | $243K | Hold |
1,055
| – | – | 0.13% | 60 |
|
|
2021
Q1 | $241K | Hold |
1,055
| – | – | 0.14% | 59 |
|
|
2020
Q4 | $222K | Hold |
1,055
| – | – | 0.13% | 56 |
|
|
2020
Q3 | $220K | Hold |
1,055
| – | – | 0.15% | 49 |
|
|
2020
Q2 | $208K | Buy |
+1,055
| New | +$208K | 0.15% | 52 |
|
|
2020
Q1 | – | Sell |
-1,055
| Closed | -$213K | – | 60 |
|
|
2019
Q4 | $213K | Hold |
1,055
| – | – | 0.15% | 56 |
|
|
2019
Q3 | $204K | Hold |
1,055
| – | – | 0.15% | 53 |
|
|
2019
Q2 | $202K | Buy |
+1,055
| New | +$202K | 0.15% | 53 |
|