Wealthcare Advisory Partners’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 |
-81
| Closed | -$19K | – | 1886 |
|
|
2021
Q1 | $19K | Buy |
+81
| New | +$19K | ﹤0.01% | 1225 |
|
|
2020
Q2 | – | Sell |
-40
| Closed | -$7K | – | 1374 |
|
|
2020
Q1 | $7K | Hold |
40
| – | – | ﹤0.01% | 1029 |
|
|
2019
Q4 | $8K | Hold |
40
| – | – | ﹤0.01% | 1018 |
|
|
2019
Q3 | $8K | Hold |
40
| – | – | ﹤0.01% | 986 |
|
|
2019
Q2 | $8K | Hold |
40
| – | – | ﹤0.01% | 971 |
|
|
2019
Q1 | $7K | Hold |
40
| – | – | ﹤0.01% | 906 |
|
|
2018
Q4 | $6K | Hold |
40
| – | – | ﹤0.01% | 909 |
|
|
2018
Q3 | $6K | Sell |
40
-4
| -9% | -$600 | ﹤0.01% | 966 |
|
|
2018
Q2 | $7K | Buy |
44
+4
| +10% | +$636 | ﹤0.01% | 934 |
|
|
2018
Q1 | $6K | Buy |
+40
| New | +$6K | ﹤0.01% | 813 |
|