Ovata Capital Management’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
Q3 | – | Sell |
-13,884
| Closed | -$3.19M | – | 72 |
|
|
2021
Q2 | $3.19M | Sell |
13,884
-19,806
| -59% | -$4.56M | 1.54% | 16 |
|
|
2021
Q1 | $7.71M | Sell |
33,690
-7,908
| -19% | -$1.81M | 4.81% | 6 |
|
|
2020
Q4 | $8.76M | Buy |
41,598
+19,287
| +86% | +$4.06M | 2.77% | 11 |
|
|
2020
Q3 | $4.66M | Buy |
22,311
+2,885
| +15% | +$602K | 1.66% | 16 |
|
|
2020
Q2 | $3.83M | Buy |
+19,426
| New | +$3.83M | 1.14% | 23 |
|