TrueWealth LLC’s Willis Towers Watson WTW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-71
| Closed | -$12K | – | 778 |
|
|
2020
Q1 | $12K | Hold |
71
| – | – | 0.01% | 435 |
|
|
2019
Q4 | $14K | Hold |
71
| – | – | 0.01% | 425 |
|
|
2019
Q3 | $14K | Hold |
71
| – | – | 0.01% | 421 |
|
|
2019
Q2 | $14K | Hold |
71
| – | – | 0.01% | 423 |
|
|
2019
Q1 | $12K | Hold |
71
| – | – | 0.01% | 438 |
|
|
2018
Q4 | $11K | Hold |
71
| – | – | 0.01% | 434 |
|
|
2018
Q3 | $10K | Hold |
71
| – | – | ﹤0.01% | 494 |
|
|
2018
Q2 | $11K | Hold |
71
| – | – | 0.01% | 472 |
|
|
2018
Q1 | $11K | Hold |
71
| – | – | 0.01% | 440 |
|
|
2017
Q4 | $11K | Buy |
+71
| New | +$11K | 0.01% | 495 |
|