VSWA
Vontobel Swiss Wealth Advisors’s iShares MSCI India ETF INDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $427K | Buy |
10,710
+1,839
| +21% | +$73.3K | 0.22% | 56 |
|
|
2021
Q1 | $374K | Buy |
8,871
+2,131
| +32% | +$89.8K | 0.21% | 58 |
|
|
2020
Q4 | $271K | Buy |
+6,740
| New | +$271K | 0.15% | 66 |
|
|
2020
Q1 | – | Sell |
-6,740
| Closed | -$237K | – | 90 |
|
|
2019
Q4 | $237K | Hold |
6,740
| – | – | 0.16% | 89 |
|
|
2019
Q3 | $226K | Sell |
6,740
-3,050
| -31% | -$102K | 0.15% | 99 |
|
|
2019
Q2 | $346K | Hold |
9,790
| – | – | 0.19% | 95 |
|
|
2019
Q1 | $319K | Hold |
9,790
| – | – | 0.35% | 40 |
|
|
2018
Q4 | $298K | Hold |
9,790
| – | – | 0.22% | 56 |
|
|
2018
Q3 | $287K | Hold |
9,790
| – | – | 0.17% | 65 |
|
|
2018
Q2 | $326K | Sell |
9,790
-2,950
| -23% | -$98.2K | 0.19% | 58 |
|
|
2018
Q1 | $435K | Hold |
12,740
| – | – | 0.23% | 55 |
|
|
2017
Q4 | $419K | Buy |
+12,740
| New | +$419K | 0.25% | 56 |
|
|
2017
Q3 | – | Sell |
-6,740
| Closed | -$216K | – | 75 |
|
|
2017
Q2 | $216K | Hold |
6,740
| – | – | 0.14% | 64 |
|
|
2017
Q1 | $212K | Buy |
+6,740
| New | +$212K | 0.11% | 65 |
|
|
2016
Q2 | – | Sell |
-8,188
| Closed | -$222K | – | 79 |
|
|
2016
Q1 | $222K | Hold |
8,188
| – | – | 0.12% | 65 |
|
|
2015
Q4 | $225K | Hold |
8,188
| – | – | 0.13% | 53 |
|
|
2015
Q3 | $229K | Buy |
+8,188
| New | +$229K | 0.16% | 46 |
|
|
2015
Q2 | – | Sell |
-6,740
| Closed | -$216K | – | 41 |
|
|
2015
Q1 | $216K | Buy |
+6,740
| New | +$216K | 0.15% | 41 |
|