VSWA
Vontobel Swiss Wealth Advisors’s Ameren AEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-2,910
| Closed | -$214K | – | 116 |
|
|
2019
Q1 | $214K | Sell |
2,910
-4,830
| -62% | -$355K | 0.23% | 55 |
|
|
2018
Q4 | $505K | Sell |
7,740
-1,795
| -19% | -$117K | 0.38% | 45 |
|
|
2018
Q3 | $603K | Hold |
9,535
| – | – | 0.35% | 47 |
|
|
2018
Q2 | $580K | Sell |
9,535
-740
| -7% | -$45K | 0.33% | 47 |
|
|
2018
Q1 | $582K | Buy |
+10,275
| New | +$582K | 0.31% | 48 |
|