Simplicity Wealth’s Willis Towers Watson WTW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-2,428
Closed -$636K 1231
2024
Q2
$636K Sell
2,428
-31
-1% -$8.13K 0.01% 662
2024
Q1
$676K Buy
+2,459
New +$676K 0.02% 634