SYSTM Wealth Solutions’s Willis Towers Watson WTW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-16
| Closed | -$4.21K | – | 643 |
|
|
2024
Q2 | $4.21K | Sell |
16
-2,495
| -99% | -$656K | ﹤0.01% | 579 |
|
|
2024
Q1 | $692K | Sell |
2,511
-409
| -14% | -$113K | 0.09% | 248 |
|
|
2023
Q4 | $706K | Sell |
2,920
-542
| -16% | -$131K | 0.1% | 237 |
|
|
2023
Q3 | $723K | Sell |
3,462
-225
| -6% | -$47K | 0.11% | 227 |
|
|
2023
Q2 | $868K | Sell |
3,687
-302
| -8% | -$71.1K | 0.12% | 228 |
|
|
2023
Q1 | $927K | Sell |
3,989
-351
| -8% | -$81.6K | 0.14% | 187 |
|
|
2022
Q4 | $1.06M | Buy |
+4,340
| New | +$1.06M | 0.13% | 196 |
|