YorkBridge Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,064
| Closed | -$214K | – | 279 |
|
|
2022
Q3 | $214K | Buy |
+1,064
| New | +$214K | 0.06% | 256 |
|
|
2019
Q3 | – | Sell |
-572
| Closed | -$110K | – | 655 |
|
|
2019
Q2 | $110K | Buy |
572
+103
| +22% | +$19.8K | 0.05% | 269 |
|
|
2019
Q1 | $82K | Buy |
+469
| New | +$82K | 0.04% | 306 |
|
|
2017
Q4 | – | Sell |
-222
| Closed | -$34K | – | 913 |
|
|
2017
Q3 | $34K | Hold |
222
| – | – | 0.02% | 425 |
|
|
2017
Q2 | $32K | Hold |
222
| – | – | 0.02% | 433 |
|
|
2017
Q1 | $30K | Buy |
+222
| New | +$30K | 0.02% | 435 |
|