Schubert & Co’s Willis Towers Watson WTW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-35
| Closed | -$8.13K | – | 1545 |
|
|
2023
Q1 | $8.13K | Sell |
35
-3
| -8% | -$697 | 0.01% | 269 |
|
|
2022
Q4 | $9.29K | Hold |
38
| – | – | 0.01% | 236 |
|
|
2022
Q3 | $8K | Buy |
38
+11
| +41% | +$2.32K | 0.01% | 251 |
|
|
2022
Q2 | $5K | Buy |
27
+12
| +80% | +$2.22K | ﹤0.01% | 397 |
|
|
2022
Q1 | $4K | Hold |
15
| – | – | ﹤0.01% | 234 |
|
|
2021
Q4 | $4K | Buy |
+15
| New | +$4K | ﹤0.01% | 188 |
|