Valley Wealth Managers’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 |
-89,133
| Closed | -$15.1M | – | 175 |
|
|
2020
Q1 | $15.1M | Sell |
89,133
-5,519
| -6% | -$937K | 1.97% | 17 |
|
|
2019
Q4 | $19.1M | Buy |
94,652
+540
| +0.6% | +$109K | 1.91% | 21 |
|
|
2019
Q3 | $18.2M | Sell |
94,112
-5,535
| -6% | -$1.07M | 1.93% | 18 |
|
|
2019
Q2 | $19.1M | Buy |
99,647
+1,650
| +2% | +$316K | 2.03% | 16 |
|
|
2019
Q1 | $17.2M | Sell |
97,997
-520
| -0.5% | -$91.3K | 1.88% | 23 |
|
|
2018
Q4 | $15M | Buy |
+98,517
| New | +$15M | 1.96% | 24 |
|