VSWA
Vontobel Swiss Wealth Advisors’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $783K | Buy |
2,490
+581
| +30% | +$183K | 0.4% | 36 |
|
|
2021
Q1 | $583K | Sell |
1,909
-1,686
| -47% | -$515K | 0.33% | 40 |
|
|
2020
Q4 | $955K | Sell |
3,595
-80
| -2% | -$21.3K | 0.54% | 35 |
|
|
2020
Q3 | $1.02M | Sell |
3,675
-77
| -2% | -$21.4K | 0.71% | 31 |
|
|
2020
Q2 | $940K | Sell |
3,752
-450
| -11% | -$113K | 0.62% | 37 |
|
|
2020
Q1 | $785K | Sell |
4,202
-3,748
| -47% | -$700K | 0.6% | 41 |
|
|
2019
Q4 | $1.74M | Sell |
7,950
-3,945
| -33% | -$861K | 1.14% | 30 |
|
|
2019
Q3 | $2.76M | Sell |
11,895
-1,480
| -11% | -$343K | 1.78% | 23 |
|
|
2019
Q2 | $2.78M | Buy |
13,375
+11,844
| +774% | +$2.46M | 1.49% | 28 |
|
|
2019
Q1 | $294K | Sell |
1,531
-6,928
| -82% | -$1.33M | 0.32% | 43 |
|
|
2018
Q4 | $1.45M | Sell |
8,459
-428
| -5% | -$73.4K | 1.08% | 34 |
|
|
2018
Q3 | $1.84M | Sell |
8,887
-363
| -4% | -$75K | 1.07% | 32 |
|
|
2018
Q2 | $1.81M | Sell |
9,250
-532
| -5% | -$104K | 1.02% | 31 |
|
|
2018
Q1 | $1.74M | Sell |
9,782
-4,103
| -30% | -$732K | 0.92% | 37 |
|
|
2017
Q4 | $2.63M | Sell |
13,885
-403
| -3% | -$76.2K | 1.55% | 18 |
|
|
2017
Q3 | $2.33M | Buy |
14,288
+509
| +4% | +$83.1K | 1.42% | 19 |
|
|
2017
Q2 | $2.11M | Buy |
13,779
+823
| +6% | +$126K | 1.34% | 20 |
|
|
2017
Q1 | $1.9M | Buy |
12,956
+327
| +3% | +$48K | 1.03% | 29 |
|
|
2016
Q4 | $1.69M | Buy |
12,629
+4,165
| +49% | +$558K | 1.04% | 33 |
|
|
2016
Q3 | $1.09M | Sell |
8,464
-3,505
| -29% | -$451K | 0.58% | 41 |
|
|
2016
Q2 | $1.38M | Buy |
11,969
+3,191
| +36% | +$367K | 0.82% | 41 |
|
|
2016
Q1 | $1.17M | Buy |
+8,778
| New | +$1.17M | 0.62% | 42 |
|