VSWA
Vontobel Swiss Wealth Advisors’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-1,715
| Closed | -$332K | – | 97 |
|
|
2019
Q3 | $332K | Sell |
1,715
-972
| -36% | -$188K | 0.21% | 80 |
|
|
2019
Q2 | $495K | Buy |
+2,687
| New | +$495K | 0.27% | 75 |
|
|
2018
Q4 | – | Sell |
-10,497
| Closed | -$2.18M | – | 80 |
|
|
2018
Q3 | $2.18M | Sell |
10,497
-684
| -6% | -$142K | 1.27% | 24 |
|
|
2018
Q2 | $2.06M | Sell |
11,181
-335
| -3% | -$61.8K | 1.17% | 25 |
|
|
2018
Q1 | $1.96M | Buy |
11,516
+62
| +0.5% | +$10.6K | 1.04% | 28 |
|
|
2017
Q4 | $1.99M | Sell |
11,454
-722
| -6% | -$126K | 1.17% | 27 |
|
|
2017
Q3 | $2.27M | Buy |
12,176
+686
| +6% | +$128K | 1.38% | 22 |
|
|
2017
Q2 | $1.98M | Buy |
11,490
+335
| +3% | +$57.7K | 1.26% | 24 |
|
|
2017
Q1 | $1.83M | Sell |
11,155
-340
| -3% | -$55.8K | 0.99% | 34 |
|
|
2016
Q4 | $1.68M | Buy |
11,495
+9,365
| +440% | +$1.37M | 1.03% | 34 |
|
|
2016
Q3 | $355K | Sell |
2,130
-80
| -4% | -$13.3K | 0.19% | 51 |
|
|
2016
Q2 | $303K | Buy |
+2,210
| New | +$303K | 0.18% | 57 |
|