Valeo Financial Advisors’s Willis Towers Watson WTW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1
| Closed | – | – | 1742 |
|
|
2021
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 2106 |
|
|
2020
Q4 | – | Sell |
-10
| Closed | -$2K | – | 1826 |
|
|
2020
Q3 | $2K | Sell |
10
-23
| -70% | -$4.6K | ﹤0.01% | 1392 |
|
|
2020
Q2 | $6K | Buy |
33
+6
| +22% | +$1.09K | ﹤0.01% | 1404 |
|
|
2020
Q1 | $5K | Buy |
+27
| New | +$5K | ﹤0.01% | 1270 |
|
|
2018
Q2 | – | Sell |
-45
| Closed | -$7K | – | 1764 |
|
|
2018
Q1 | $7K | Buy |
+45
| New | +$7K | ﹤0.01% | 1046 |
|
|
2017
Q4 | – | Sell |
-30
| Closed | -$5K | – | 1497 |
|
|
2017
Q3 | $5K | Buy |
+30
| New | +$5K | ﹤0.01% | 883 |
|