VSWA
Vontobel Swiss Wealth Advisors’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $6.89M | Buy |
14,818
+433
| +3% | +$201K | 3.54% | 14 |
|
|
2021
Q1 | $6.67M | Sell |
14,385
-868
| -6% | -$402K | 3.72% | 12 |
|
|
2020
Q4 | $6.68M | Sell |
15,253
-4,851
| -24% | -$2.12M | 3.8% | 9 |
|
|
2020
Q3 | $7.13M | Sell |
20,104
-38
| -0.2% | -$13.5K | 4.98% | 2 |
|
|
2020
Q2 | $6.36M | Buy |
20,142
+608
| +3% | +$192K | 4.17% | 3 |
|
|
2020
Q1 | $4.63M | Buy |
+19,534
| New | +$4.63M | 3.53% | 5 |
|