VSWA
Vontobel Swiss Wealth Advisors’s Medtronic MDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-38,054
| Closed | -$3.43M | – | 120 |
|
|
2019
Q1 | $3.43M | Buy |
38,054
+3,146
| +9% | +$283K | 3.72% | 10 |
|
|
2018
Q4 | $3.13M | Buy |
34,908
+12,955
| +59% | +$1.16M | 2.33% | 14 |
|
|
2018
Q3 | $2.16M | Sell |
21,953
-1,605
| -7% | -$158K | 1.27% | 25 |
|
|
2018
Q2 | $2.02M | Sell |
23,558
-820
| -3% | -$70.2K | 1.14% | 26 |
|
|
2018
Q1 | $1.96M | Buy |
24,378
+155
| +0.6% | +$12.4K | 1.03% | 29 |
|
|
2017
Q4 | $1.96M | Sell |
24,223
-420
| -2% | -$33.9K | 1.15% | 30 |
|
|
2017
Q3 | $1.92M | Buy |
24,643
+2,150
| +10% | +$167K | 1.17% | 30 |
|
|
2017
Q2 | $2M | Sell |
22,493
-1,247
| -5% | -$111K | 1.27% | 22 |
|
|
2017
Q1 | $1.91M | Buy |
23,740
+403
| +2% | +$32.5K | 1.04% | 28 |
|
|
2016
Q4 | $1.66M | Buy |
23,337
+18,987
| +436% | +$1.35M | 1.02% | 35 |
|
|
2016
Q3 | $376K | Buy |
+4,350
| New | +$376K | 0.2% | 50 |
|