VSWA
Vontobel Swiss Wealth Advisors’s L3Harris LHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-13,678
| Closed | -$2.21M | – | 90 |
|
|
2018
Q1 | $2.21M | Sell |
13,678
-310
| -2% | -$50K | 1.16% | 24 |
|
|
2017
Q4 | $1.98M | Sell |
13,988
-4,273
| -23% | -$605K | 1.17% | 28 |
|
|
2017
Q3 | $2.41M | Buy |
18,261
+767
| +4% | +$101K | 1.47% | 18 |
|
|
2017
Q2 | $1.91M | Buy |
17,494
+139
| +0.8% | +$15.2K | 1.21% | 28 |
|
|
2017
Q1 | $1.93M | Buy |
17,355
+1,666
| +11% | +$185K | 1.05% | 26 |
|
|
2016
Q4 | $1.61M | Buy |
+15,689
| New | +$1.61M | 0.99% | 37 |
|
|
2015
Q1 | – | Sell |
-350
| Closed | -$25K | – | 81 |
|
|
2014
Q4 | $25K | Buy |
+350
| New | +$25K | 0.02% | 81 |
|