Wealthspire Advisors (Maryland)’s Willis Towers Watson WTW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-271	Closed	-$48K	–	2112
2019 Q1	$48K	Sell	271 -10	-4%	-$1.66K	﹤0.01%	916
2018 Q4	$43K	Buy	281 +26	+10%	+$3.89K	﹤0.01%	932
2018 Q3	$36K	Buy	255 +2	+0.8%	+$302	﹤0.01%	1082
2018 Q2	$38K	Sell	253 -10	-4%	-$1.52K	﹤0.01%	1082
2018 Q1	$40K	Sell	263 -702	-73%	-$110K	﹤0.01%	1075
2017 Q4	$145K	Sell	965 -302	-24%	-$47.7K	0.01%	586
2017 Q3	$195K	Buy	1,267 +37	+3%	+$5.53K	0.02%	483
2017 Q2	$179K	Sell	1,230 -73	-6%	-$10.2K	0.02%	492
2017 Q1	$171K	Sell	1,303 -4	-0.3%	-$509	0.02%	442
2016 Q4	$160K	Sell	1,307 -27	-2%	-$3.37K	0.02%	429
2016 Q3	$177K	Buy	1,334 +30	+2%	+$3.73K	0.03%	416
2016 Q2	$162K	Buy	1,304 +33	+3%	+$4.07K	0.03%	422
2016 Q1	$151K	Buy	+1,271	New	+$146K	0.03%	420