WR Wealth Planners’s Willis Towers Watson WTW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.51K | Buy |
8
+1
| +14% | +$313 | ﹤0.01% | 818 |
|
|
2024
Q3 | $2.06K | Sell |
7
-13
| -65% | -$3.83K | ﹤0.01% | 900 |
|
|
2024
Q2 | $5.24K | Hold |
20
| – | – | ﹤0.01% | 710 |
|
|
2024
Q1 | $5.5K | Buy |
+20
| New | +$5.5K | ﹤0.01% | 699 |
|
|
2023
Q4 | – | Sell |
-31
| Closed | -$6.48K | – | 870 |
|
|
2023
Q3 | $6.48K | Buy |
+31
| New | +$6.48K | ﹤0.01% | 635 |
|