VSWA
Vontobel Swiss Wealth Advisors’s Bunge Global BG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-7,200
| Closed | -$401K | – | 104 |
|
|
2019
Q2 | $401K | Buy |
+7,200
| New | +$401K | 0.22% | 89 |
|
|
2017
Q3 | – | Sell |
-2,781
| Closed | -$207K | – | 72 |
|
|
2017
Q2 | $207K | Sell |
2,781
-460
| -14% | -$34.2K | 0.13% | 65 |
|
|
2017
Q1 | $257K | Sell |
3,241
-23,404
| -88% | -$1.86M | 0.14% | 58 |
|
|
2016
Q4 | $1.93M | Buy |
26,645
+176
| +0.7% | +$12.7K | 1.18% | 28 |
|
|
2016
Q3 | $1.57M | Buy |
26,469
+600
| +2% | +$35.5K | 0.84% | 35 |
|
|
2016
Q2 | $1.38M | Sell |
25,869
-1,760
| -6% | -$93.7K | 0.82% | 40 |
|
|
2016
Q1 | $1.57M | Buy |
27,629
+2,850
| +12% | +$162K | 0.83% | 39 |
|
|
2015
Q4 | $1.69M | Buy |
+24,779
| New | +$1.69M | 1% | 36 |
|