VSWA
Vontobel Swiss Wealth Advisors’s Automatic Data Processing ADP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-2,050
| Closed | -$309K | – | 79 |
|
|
2018
Q3 | $309K | Sell |
2,050
-300
| -13% | -$45.2K | 0.18% | 63 |
|
|
2018
Q2 | $315K | Hold |
2,350
| – | – | 0.18% | 60 |
|
|
2018
Q1 | $267K | Sell |
2,350
-250
| -10% | -$28.4K | 0.14% | 69 |
|
|
2017
Q4 | $305K | Hold |
2,600
| – | – | 0.18% | 63 |
|
|
2017
Q3 | $284K | Buy |
+2,600
| New | +$284K | 0.17% | 59 |
|