VSWA
Vontobel Swiss Wealth Advisors’s International Paper IP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-6,165
| Closed | -$249K | – | 73 |
|
|
2018
Q4 | $249K | Sell |
6,165
-1,450
| -19% | -$58.6K | 0.19% | 65 |
|
|
2018
Q3 | $374K | Buy |
7,615
+1,525
| +25% | +$74.9K | 0.22% | 54 |
|
|
2018
Q2 | $317K | Sell |
6,090
-1,500
| -20% | -$78.1K | 0.18% | 59 |
|
|
2018
Q1 | $406K | Sell |
7,590
-1,050
| -12% | -$56.2K | 0.21% | 57 |
|
|
2017
Q4 | $501K | Sell |
8,640
-1,500
| -15% | -$87K | 0.29% | 51 |
|
|
2017
Q3 | $576K | Buy |
10,140
+1,800
| +22% | +$102K | 0.35% | 46 |
|
|
2017
Q2 | $472K | Buy |
+8,340
| New | +$472K | 0.3% | 47 |
|
|
2017
Q1 | – | Sell |
-4,636
| Closed | -$246K | – | 75 |
|
|
2016
Q4 | $246K | Sell |
4,636
-2,489
| -35% | -$132K | 0.15% | 61 |
|
|
2016
Q3 | $342K | Buy |
+7,125
| New | +$342K | 0.18% | 52 |
|