Zeke Capital Advisors’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
Q4 | – | Sell |
-2,717
| Closed | -$383K | – | 658 |
|
|
2018
Q3 | $383K | Sell |
2,717
-139
| -5% | -$19.6K | 0.03% | 460 |
|
|
2018
Q2 | $433K | Hold |
2,856
| – | – | 0.04% | 335 |
|
|
2018
Q1 | $435K | Buy |
2,856
+429
| +18% | +$65.3K | 0.04% | 364 |
|
|
2017
Q4 | $366K | Buy |
2,427
+77
| +3% | +$11.6K | 0.04% | 352 |
|
|
2017
Q3 | $362K | Buy |
+2,350
| New | +$362K | 0.05% | 288 |
|