United Capital Financial Advisors’s TOWERS WATSON & CO COM STK CL A (DE) TW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-1,596
| Closed | -$203K | – | 1334 |
|
|
2015
Q1 | $203K | Sell |
1,596
-1,081
| -40% | -$137K | ﹤0.01% | 1183 |
|
|
2014
Q4 | $303K | Sell |
2,677
-95
| -3% | -$10.8K | ﹤0.01% | 960 |
|
|
2014
Q3 | $276K | Sell |
2,772
-9,537
| -77% | -$950K | ﹤0.01% | 955 |
|
|
2014
Q2 | $1.28M | Sell |
12,309
-304
| -2% | -$31.7K | 0.02% | 509 |
|
|
2014
Q1 | $1.44M | Buy |
12,613
+983
| +8% | +$112K | 0.03% | 415 |
|
|
2013
Q4 | $1.48M | Buy |
11,630
+7,244
| +165% | +$924K | 0.05% | 284 |
|
|
2013
Q3 | $469K | Buy |
4,386
+1,717
| +64% | +$184K | 0.02% | 457 |
|
|
2013
Q2 | $219K | Buy |
+2,669
| New | +$219K | 0.01% | 643 |
|