VSWA
Vontobel Swiss Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $1.66M | Buy |
10,660
+934
| +10% | +$145K | 0.85% | 24 |
|
|
2021
Q1 | $1.48M | Sell |
9,726
-3,276
| -25% | -$499K | 0.83% | 24 |
|
|
2020
Q4 | $1.65M | Buy |
13,002
+210
| +2% | +$26.7K | 0.94% | 25 |
|
|
2020
Q3 | $1.23M | Sell |
12,792
-310
| -2% | -$29.8K | 0.86% | 29 |
|
|
2020
Q2 | $1.23M | Buy |
13,102
+270
| +2% | +$25.4K | 0.81% | 34 |
|
|
2020
Q1 | $1.16M | Sell |
12,832
-1,417
| -10% | -$128K | 0.88% | 34 |
|
|
2019
Q4 | $1.99M | Sell |
14,249
-825
| -5% | -$115K | 1.3% | 27 |
|
|
2019
Q3 | $1.77M | Buy |
15,074
+66
| +0.4% | +$7.77K | 1.14% | 33 |
|
|
2019
Q2 | $1.68M | Buy |
+15,008
| New | +$1.68M | 0.9% | 42 |
|
|
2019
Q1 | – | Sell |
-3,094
| Closed | -$302K | – | 75 |
|
|
2018
Q4 | $302K | Buy |
3,094
+254
| +9% | +$24.8K | 0.22% | 55 |
|
|
2018
Q3 | $320K | Sell |
2,840
-410
| -13% | -$46.2K | 0.19% | 60 |
|
|
2018
Q2 | $339K | Hold |
3,250
| – | – | 0.19% | 56 |
|
|
2018
Q1 | $357K | Sell |
3,250
-727
| -18% | -$79.9K | 0.19% | 60 |
|
|
2017
Q4 | $425K | Buy |
3,977
+545
| +16% | +$58.2K | 0.25% | 55 |
|
|
2017
Q3 | $328K | Buy |
+3,432
| New | +$328K | 0.2% | 56 |
|