Smart Money Group’s Willis Towers Watson WTW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-17,164
| Closed | -$3.58M | – | 92 |
|
|
2020
Q3 | $3.58M | Buy |
17,164
+8,582
| +100% | +$1.79M | 1.54% | 21 |
|
|
2020
Q2 | $1.69M | Hold |
8,582
| – | – | 1% | 31 |
|
|
2020
Q1 | $1.46M | Hold |
8,582
| – | – | 1.02% | 30 |
|
|
2019
Q4 | $1.73M | Hold |
8,582
| – | – | 1.01% | 28 |
|
|
2019
Q3 | $1.66M | Hold |
8,582
| – | – | 1.33% | 22 |
|
|
2019
Q2 | $1.64M | Hold |
8,582
| – | – | 1.36% | 20 |
|
|
2019
Q1 | $1.51M | Hold |
8,582
| – | – | 1.32% | 22 |
|
|
2018
Q4 | $1.3M | Hold |
8,582
| – | – | 1.35% | 26 |
|
|
2018
Q3 | $1.21M | Hold |
8,582
| – | – | 1.1% | 28 |
|
|
2018
Q2 | $1.3M | Hold |
8,582
| – | – | 1.17% | 27 |
|
|
2018
Q1 | $1.31M | Buy |
+8,582
| New | +$1.31M | 1.33% | 26 |
|