Seven Bridges 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-8,563
| Closed | -$1.29M | – | 99 |
|
|
2017
Q4 | $1.29M | Hold |
8,563
| – | – | 1.05% | 25 |
|
|
2017
Q3 | $1.32M | Sell |
8,563
-1,060
| -11% | -$164K | 1.11% | 26 |
|
|
2017
Q2 | $1.4M | Buy |
9,623
+422
| +5% | +$61.4K | 1.25% | 22 |
|
|
2017
Q1 | $1.2M | Sell |
9,201
-378
| -4% | -$49.5K | 1.15% | 24 |
|
|
2016
Q4 | $1.17M | Sell |
9,579
-497
| -5% | -$60.8K | 1.19% | 24 |
|
|
2016
Q3 | $1.34M | Buy |
10,076
+98
| +1% | +$13K | 1.19% | 18 |
|
|
2016
Q2 | $1.24M | Buy |
9,978
+1,462
| +17% | +$182K | 1.07% | 28 |
|
|
2016
Q1 | $1.01M | Buy |
8,516
+3,526
| +71% | +$419K | 0.8% | 41 |
|
|
2015
Q4 | $642K | Buy |
+4,990
| New | +$642K | 0.64% | 52 |
|