South Shore Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $729K | Hold |
3,627
| – | – | 1.7% | 13 |
|
|
2022
Q2 | $716K | Hold |
3,627
| – | – | 1.5% | 18 |
|
|
2022
Q1 | $857K | Sell |
3,627
-630
| -15% | -$149K | 1.4% | 15 |
|
|
2021
Q4 | $1.01M | Hold |
4,257
| – | – | 1.65% | 11 |
|
|
2021
Q3 | $990K | Hold |
4,257
| – | – | 1.79% | 9 |
|
|
2021
Q2 | $979K | Hold |
4,257
| – | – | 1.73% | 9 |
|
|
2021
Q1 | $974K | Hold |
4,257
| – | – | 0.97% | 26 |
|
|
2020
Q4 | $897K | Buy |
+4,257
| New | +$897K | 0.89% | 27 |
|