Vontobel Swiss Wealth Advisors’s iShares MSCI Brazil ETF EWZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-8,175
| Closed | -$264K | – | 84 |
|
|
2018
Q3 | $264K | Buy |
8,175
+1,000
| +14% | +$32.3K | 0.15% | 68 |
|
|
2018
Q2 | $230K | Buy |
7,175
+1,875
| +35% | +$60.1K | 0.13% | 78 |
|
|
2018
Q1 | $238K | Sell |
5,300
-750
| -12% | -$33.7K | 0.13% | 75 |
|
|
2017
Q4 | $241K | Hold |
6,050
| – | – | 0.14% | 75 |
|
|
2017
Q3 | $248K | Hold |
6,050
| – | – | 0.15% | 63 |
|
|
2017
Q2 | $207K | Buy |
+6,050
| New | +$207K | 0.13% | 66 |
|
|
2015
Q1 | – | Sell |
-3,940
| Closed | -$144K | – | 62 |
|
|
2014
Q4 | $144K | Buy |
+3,940
| New | +$144K | 0.11% | 38 |
|