Wealthfront’s Willis Towers Watson WTW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $751K | Buy |
5,325
+3,401
| +177% | +$480K | 0.01% | 318 |
|
|
2018
Q2 | $292K | Sell |
1,924
-280
| -13% | -$42.5K | ﹤0.01% | 441 |
|
|
2018
Q1 | $335K | Buy |
2,204
+188
| +9% | +$28.6K | ﹤0.01% | 425 |
|
|
2017
Q4 | $304K | Sell |
2,016
-11
| -0.5% | -$1.66K | ﹤0.01% | 427 |
|
|
2017
Q3 | $313K | Buy |
2,027
+145
| +8% | +$22.4K | ﹤0.01% | 413 |
|
|
2017
Q2 | $274K | Buy |
1,882
+267
| +17% | +$38.9K | ﹤0.01% | 396 |
|
|
2017
Q1 | $211K | Buy |
+1,615
| New | +$211K | ﹤0.01% | 416 |
|
|
2016
Q4 | – | Sell |
-1,722
| Closed | -$229K | – | 404 |
|
|
2016
Q3 | $229K | Buy |
+1,722
| New | +$229K | 0.01% | 342 |
|