Steward Financial 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 | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $4K | Buy |
+23
| New | +$4K | ﹤0.01% | 775 |
|
2023
Q2 | – | Sell |
-37
| Closed | -$8K | – | 1017 |
|
2023
Q1 | $8K | Buy |
37
+22
| +147% | +$4.76K | ﹤0.01% | 233 |
|
2022
Q4 | $3K | Buy |
+15
| New | +$3K | ﹤0.01% | 286 |
|
2022
Q3 | – | Sell |
-10
| Closed | -$1K | – | 1350 |
|
2022
Q2 | $1K | Sell |
10
-68
| -87% | -$6.8K | ﹤0.01% | 904 |
|
2022
Q1 | $18K | Buy |
+78
| New | +$18K | 0.02% | 167 |
|