TFO Wealth Partners’s Willis Towers Watson WTW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2
| Closed | -$550 | – | 763 |
|
|
2024
Q1 | $550 | Sell |
2
-1
| -33% | -$275 | ﹤0.01% | 240 |
|
|
2023
Q4 | $724 | Sell |
3
-2
| -40% | -$483 | ﹤0.01% | 254 |
|
|
2023
Q3 | $1.18K | Buy |
5
+3
| +150% | +$707 | ﹤0.01% | 256 |
|
|
2023
Q2 | $471 | Hold |
2
| – | – | ﹤0.01% | 295 |
|
|
2023
Q1 | $465 | Sell |
2
-1
| -33% | -$233 | ﹤0.01% | 264 |
|
|
2022
Q4 | $41 | Buy |
+3
| New | +$41 | ﹤0.01% | 877 |
|