Valmark Advisers’s Willis Towers Watson WTW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,897
| Closed | -$673K | – | 492 |
|
|
2023
Q1 | $673K | Sell |
2,897
-1
| -0% | -$232 | 0.01% | 273 |
|
|
2022
Q4 | $709K | Buy |
2,898
+34
| +1% | +$8.32K | 0.02% | 255 |
|
|
2022
Q3 | $575K | Sell |
2,864
-57
| -2% | -$11.4K | 0.01% | 264 |
|
|
2022
Q2 | $577K | Hold |
2,921
| – | – | 0.01% | 276 |
|
|
2022
Q1 | $690K | Buy |
2,921
+34
| +1% | +$8.03K | 0.01% | 262 |
|
|
2021
Q4 | $686K | Buy |
+2,887
| New | +$686K | 0.01% | 246 |
|