RMR Wealth Builders’s Willis Towers Watson WTW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-405
| Closed | -$93K | – | 716 |
|
|
2021
Q1 | $93K | Buy |
405
+1
| +0.2% | +$230 | 0.02% | 276 |
|
|
2020
Q4 | $85K | Buy |
+404
| New | +$85K | 0.04% | 215 |
|
|
2020
Q3 | – | Sell |
-139
| Closed | -$27K | – | 468 |
|
|
2020
Q2 | $27K | Buy |
+139
| New | +$27K | 0.02% | 284 |
|
|
2019
Q4 | $76K | Buy |
+375
| New | +$76K | 0.07% | 195 |
|