VSWA
Vontobel Swiss Wealth Advisors’s Lumen LUMN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-10,000
| Closed | -$152K | – | 78 |
|
|
2018
Q4 | $152K | Hold |
10,000
| – | – | 0.11% | 75 |
|
|
2018
Q3 | $212K | Sell |
10,000
-2,500
| -20% | -$53K | 0.12% | 82 |
|
|
2018
Q2 | $233K | Hold |
12,500
| – | – | 0.13% | 77 |
|
|
2018
Q1 | $205K | Buy |
12,500
+2,000
| +19% | +$32.8K | 0.11% | 84 |
|
|
2017
Q4 | $175K | Buy |
+10,500
| New | +$175K | 0.1% | 83 |
|
|
2017
Q3 | – | Sell |
-22,600
| Closed | -$540K | – | 76 |
|
|
2017
Q2 | $540K | Buy |
22,600
+3,150
| +16% | +$75.3K | 0.34% | 41 |
|
|
2017
Q1 | $458K | Buy |
+19,450
| New | +$458K | 0.25% | 47 |
|