VSWA
Vontobel Swiss Wealth Advisors’s Alibaba BABA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $556K | Buy |
+2,486
| New | +$556K | 0.29% | 45 |
|
|
2020
Q3 | – | Sell |
-27,096
| Closed | -$5.85M | – | 66 |
|
|
2020
Q2 | $5.85M | Buy |
27,096
+171
| +0.6% | +$36.9K | 3.84% | 5 |
|
|
2020
Q1 | $5.24M | Buy |
26,925
+21,075
| +360% | +$4.1M | 3.99% | 2 |
|
|
2019
Q4 | $1.24M | Hold |
5,850
| – | – | 0.81% | 40 |
|
|
2019
Q3 | $978K | Sell |
5,850
-825
| -12% | -$138K | 0.63% | 51 |
|
|
2019
Q2 | $1.13M | Buy |
+6,675
| New | +$1.13M | 0.61% | 57 |
|
|
2016
Q1 | – | Sell |
-4,000
| Closed | -$325K | – | 70 |
|
|
2015
Q4 | $325K | Buy |
+4,000
| New | +$325K | 0.19% | 47 |
|