VSWA
Vontobel Swiss Wealth Advisors’s IQVIA IQV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $8.04M | Buy |
33,995
+477
| +1% | +$113K | 4.13% | 8 |
|
|
2021
Q1 | $6.47M | Sell |
33,518
-4,592
| -12% | -$887K | 3.61% | 15 |
|
|
2020
Q4 | $6.83M | Sell |
38,110
-931
| -2% | -$167K | 3.88% | 8 |
|
|
2020
Q3 | $6M | Buy |
39,041
+87
| +0.2% | +$13.4K | 4.19% | 7 |
|
|
2020
Q2 | $5.53M | Buy |
38,954
+435
| +1% | +$61.7K | 3.63% | 7 |
|
|
2020
Q1 | $4.16M | Buy |
38,519
+10,702
| +38% | +$1.15M | 3.16% | 10 |
|
|
2019
Q4 | $4.3M | Buy |
27,817
+5,861
| +27% | +$906K | 2.81% | 10 |
|
|
2019
Q3 | $3.28M | Sell |
21,956
-972
| -4% | -$145K | 2.11% | 15 |
|
|
2019
Q2 | $3.69M | Sell |
22,928
-1,746
| -7% | -$281K | 1.98% | 14 |
|
|
2019
Q1 | $3.51M | Sell |
24,674
-56
| -0.2% | -$7.96K | 3.81% | 6 |
|
|
2018
Q4 | $2.83M | Buy |
+24,730
| New | +$2.83M | 2.1% | 19 |
|