Shelton Capital Management’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
Q1 | – | Sell |
-841
| Closed | -$200K | – | 863 |
|
|
2021
Q4 | $200K | Buy |
+841
| New | +$200K | 0.01% | 804 |
|
|
2020
Q2 | – | Sell |
-10,443
| Closed | -$1.77M | – | 710 |
|
|
2020
Q1 | $1.77M | Sell |
10,443
-158
| -1% | -$26.8K | 0.13% | 142 |
|
|
2019
Q4 | $2.14M | Sell |
10,601
-339
| -3% | -$68.5K | 0.12% | 157 |
|
|
2019
Q3 | $2.11M | Sell |
10,940
-1,500
| -12% | -$289K | 0.12% | 150 |
|
|
2019
Q2 | $2.38M | Buy |
12,440
+10,255
| +469% | +$1.96M | 0.14% | 140 |
|
|
2019
Q1 | $12.4K | Buy |
+2,185
| New | +$12.4K | 0.05% | 331 |
|