Wealthspire Advisors (Maryland)’s Willis Towers Watson WTW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-271
| Closed | -$48K | – | 2110 |
|
|
2019
Q1 | $48K | Sell |
271
-10
| -4% | -$1.77K | ﹤0.01% | 916 |
|
|
2018
Q4 | $43K | Buy |
281
+26
| +10% | +$3.98K | ﹤0.01% | 931 |
|
|
2018
Q3 | $36K | Buy |
255
+2
| +0.8% | +$282 | ﹤0.01% | 1080 |
|
|
2018
Q2 | $38K | Sell |
253
-10
| -4% | -$1.5K | ﹤0.01% | 1080 |
|
|
2018
Q1 | $40K | Sell |
263
-702
| -73% | -$107K | ﹤0.01% | 1075 |
|
|
2017
Q4 | $145K | Sell |
965
-302
| -24% | -$45.4K | 0.01% | 586 |
|
|
2017
Q3 | $195K | Buy |
1,267
+37
| +3% | +$5.7K | 0.02% | 483 |
|
|
2017
Q2 | $179K | Sell |
1,230
-73
| -6% | -$10.6K | 0.02% | 492 |
|
|
2017
Q1 | $171K | Sell |
1,303
-4
| -0.3% | -$525 | 0.02% | 442 |
|
|
2016
Q4 | $160K | Sell |
1,307
-27
| -2% | -$3.31K | 0.02% | 429 |
|
|
2016
Q3 | $177K | Buy |
1,334
+30
| +2% | +$3.98K | 0.03% | 416 |
|
|
2016
Q2 | $162K | Buy |
1,304
+33
| +3% | +$4.1K | 0.03% | 422 |
|
|
2016
Q1 | $151K | Buy |
+1,271
| New | +$151K | 0.03% | 420 |
|