VSWA
Vontobel Swiss Wealth Advisors’s GE Aerospace GE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-61,873
| Closed | -$842K | – | 88 |
|
|
2018
Q2 | $842K | Buy |
61,873
+385
| +0.6% | +$5.24K | 0.48% | 40 |
|
|
2018
Q1 | $829K | Buy |
61,488
+38,483
| +167% | +$519K | 0.44% | 43 |
|
|
2017
Q4 | $402K | Sell |
23,005
-61,418
| -73% | -$1.07M | 0.24% | 57 |
|
|
2017
Q3 | $2.04M | Buy |
84,423
+22,073
| +35% | +$533K | 1.24% | 26 |
|
|
2017
Q2 | $1.68M | Buy |
62,350
+9,690
| +18% | +$262K | 1.07% | 32 |
|
|
2017
Q1 | $1.57M | Sell |
52,660
-3,380
| -6% | -$101K | 0.85% | 40 |
|
|
2016
Q4 | $1.77M | Buy |
56,040
+3,343
| +6% | +$106K | 1.09% | 30 |
|
|
2016
Q3 | $1.56M | Sell |
52,697
-3,707
| -7% | -$110K | 0.84% | 36 |
|
|
2016
Q2 | $1.6M | Sell |
56,404
-2,305
| -4% | -$65.3K | 0.95% | 37 |
|
|
2016
Q1 | $1.87M | Buy |
58,709
+3,810
| +7% | +$121K | 0.99% | 37 |
|
|
2015
Q4 | $1.71M | Sell |
54,899
-132,445
| -71% | -$4.12M | 1.01% | 35 |
|
|
2015
Q3 | $4.62M | Sell |
187,344
-38,668
| -17% | -$953K | 3.17% | 12 |
|
|
2015
Q2 | $5.39M | Buy |
226,012
+50,735
| +29% | +$1.21M | 3.61% | 12 |
|
|
2015
Q1 | $4.35M | Buy |
175,277
+70,925
| +68% | +$1.76M | 2.96% | 13 |
|
|
2014
Q4 | $2.64M | Buy |
+104,352
| New | +$2.64M | 1.93% | 20 |
|