VSWA
Vontobel Swiss Wealth Advisors’s Eaton ETN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-27,485
| Closed | -$2.04M | – | 70 |
|
|
2017
Q1 | $2.04M | Sell |
27,485
-5,478
| -17% | -$406K | 1.1% | 24 |
|
|
2016
Q4 | $2.21M | Sell |
32,963
-494
| -1% | -$33.1K | 1.36% | 23 |
|
|
2016
Q3 | $2.2M | Sell |
33,457
-1,680
| -5% | -$110K | 1.18% | 29 |
|
|
2016
Q2 | $1.89M | Buy |
35,137
+635
| +2% | +$34.1K | 1.12% | 33 |
|
|
2016
Q1 | $2.16M | Buy |
34,502
+305
| +0.9% | +$19.1K | 1.15% | 34 |
|
|
2015
Q4 | $1.78M | Buy |
+34,197
| New | +$1.78M | 1.05% | 34 |
|