RegentAtlantic Capital’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
Q3 | $412K | Buy |
+2,056
| New | +$412K | 0.01% | 493 |
|
|
2022
Q2 | – | Sell |
-1,542
| Closed | -$364K | – | 715 |
|
|
2022
Q1 | $364K | Sell |
1,542
-351
| -19% | -$82.9K | 0.01% | 533 |
|
|
2021
Q4 | $450K | Sell |
1,893
-234
| -11% | -$55.6K | 0.01% | 474 |
|
|
2021
Q3 | $494K | Sell |
2,127
-10
| -0.5% | -$2.32K | 0.02% | 436 |
|
|
2021
Q2 | $492K | Sell |
2,137
-181
| -8% | -$41.7K | 0.02% | 430 |
|
|
2021
Q1 | $531K | Sell |
2,318
-93
| -4% | -$21.3K | 0.02% | 373 |
|
|
2020
Q4 | $508K | Buy |
+2,411
| New | +$508K | 0.02% | 340 |
|