SteelPeak 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
2023 Q2	–	Sell	-7,423	Closed	-$1.73M	–	446
2023 Q1	$1.73M	Buy	7,423 +6,323	+575%	+$1.47M	0.12%	129
2022 Q4	$270K	Buy	+1,100	New	+$270K	0.02%	320