Vontobel Swiss Wealth Advisors’s IBM IBM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-2,228
Closed -$322K 85
2018
Q3
$322K Hold
2,228
0.19% 59
2018
Q2
$298K Buy
2,228
+94
+4% +$12.6K 0.17% 65
2018
Q1
$313K Buy
2,134
+246
+13% +$36.1K 0.17% 61
2017
Q4
$277K Buy
+1,888
New +$277K 0.16% 67