Patton Albertson Miller 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,493
| Closed | -$294K | – | 247 |
|
|
2019
Q2 | $294K | Buy |
+1,493
| New | +$294K | 0.08% | 201 |
|
|
2014
Q3 | – | Sell |
-2,652
| Closed | -$303K | – | 157 |
|
|
2014
Q2 | $303K | Sell |
2,652
-1,575
| -37% | -$180K | 0.15% | 139 |
|
|
2014
Q1 | $494K | Sell |
4,227
-1,621
| -28% | -$189K | 0.26% | 98 |
|
|
2013
Q4 | $694K | Sell |
5,848
-227
| -4% | -$26.9K | 0.41% | 71 |
|
|
2013
Q3 | $697K | Hold |
6,075
| – | – | 0.41% | 74 |
|
|
2013
Q2 | $656K | Buy |
+6,075
| New | +$656K | 0.4% | 71 |
|