VSWA
Vontobel Swiss Wealth Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $710K | Buy |
2,907
+965
| +50% | +$236K | 0.36% | 39 |
|
|
2021
Q1 | $411K | Buy |
1,942
+215
| +12% | +$45.5K | 0.23% | 50 |
|
|
2020
Q4 | $384K | Buy |
1,727
+163
| +10% | +$36.2K | 0.22% | 51 |
|
|
2020
Q3 | $393K | Sell |
1,564
-61
| -4% | -$15.3K | 0.27% | 45 |
|
|
2020
Q2 | $304K | Sell |
1,625
-342
| -17% | -$64K | 0.2% | 58 |
|
|
2020
Q1 | $283K | Sell |
1,967
-642
| -25% | -$92.4K | 0.22% | 67 |
|
|
2019
Q4 | $424K | Buy |
2,609
+144
| +6% | +$23.4K | 0.28% | 68 |
|
|
2019
Q3 | $366K | Sell |
2,465
-377
| -13% | -$56K | 0.24% | 76 |
|
|
2019
Q2 | $431K | Buy |
+2,842
| New | +$431K | 0.23% | 84 |
|