Next Financial Group’s Willis Towers Watson WTW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
$1K Buy
4
+1
+33% +$250 ﹤0.01% 2817
2021
Q3
$1K Buy
+3
New +$1K ﹤0.01% 2699
2021
Q2
Sell
-3
Closed -$1K 2727
2021
Q1
$1K Sell
3
-10
-77% -$3.33K ﹤0.01% 2480
2020
Q4
$3K Buy
13
+1
+8% +$231 ﹤0.01% 2141
2020
Q3
$3K Buy
+12
New +$3K ﹤0.01% 1993
2019
Q3
Sell
-3
Closed -$1K 2444
2019
Q2
$1K Sell
3
-1,172
-100% -$391K ﹤0.01% 2261
2019
Q1
$206K Buy
+1,175
New +$206K 0.05% 354
2015
Q4
Sell
-5
Closed 1970
2015
Q3
$0 Hold
5
﹤0.01% 1986
2015
Q2
$0 Hold
5
﹤0.01% 1984
2015
Q1
$0 Hold
5
﹤0.01% 1980
2014
Q4
$1K Hold
5
﹤0.01% 1843
2014
Q3
$0 Buy
+5
New ﹤0.01% 2571