VSWA
Vontobel Swiss Wealth Advisors’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-8,510
| Closed | -$383K | – | 86 |
|
|
2018
Q1 | $383K | Hold |
8,510
| – | – | 0.2% | 58 |
|
|
2017
Q4 | $505K | Buy |
8,510
+160
| +2% | +$9.5K | 0.3% | 49 |
|
|
2017
Q3 | $432K | Buy |
8,350
+2,625
| +46% | +$136K | 0.26% | 50 |
|
|
2017
Q2 | $317K | Buy |
+5,725
| New | +$317K | 0.2% | 54 |
|