Vontobel Swiss Wealth Advisors’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q2
$710K Buy
2021
Q1
$411K Buy
2020
Q4
$384K Buy
2020
Q3
$393K Sell
2020
Q2
$304K Sell
2020
Q1
$283K Sell
2019
Q4
$424K Buy
2019
Q3
$366K Sell
2019
Q2
$431K Buy