Rowland Carmichael Advisors’s Willis Towers Watson WTW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-3,036
| Closed | -$442K | – | 309 |
|
|
2017
Q2 | $442K | Sell |
3,036
-3,534
| -54% | -$515K | 0.26% | 123 |
|
|
2017
Q1 | $860K | Sell |
6,570
-1,536
| -19% | -$201K | 0.52% | 54 |
|
|
2016
Q4 | $991K | Hold |
8,106
| – | – | 0.58% | 47 |
|
|
2016
Q3 | $1.08M | Hold |
8,106
| – | – | 0.69% | 43 |
|
|
2016
Q2 | $1.01M | Buy |
8,106
+5,312
| +190% | +$661K | 0.63% | 45 |
|
|
2016
Q1 | $332K | Buy |
+2,794
| New | +$332K | 0.31% | 104 |
|