Vontobel Swiss Wealth Advisors’s iShares S&P 100 ETF OEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
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|
2018
Q4 | $223K | Hold |
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|
2018
Q3 | $257K | Hold |
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|
2018
Q2 | $242K | Hold |
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|
2018
Q1 | $235K | Hold |
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|
2017
Q4 | $234K | Hold |
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|
2017
Q3 | $218K | Hold |
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|
2017
Q2 | $217K | Hold |
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|
2017
Q1 | $212K | Sell |
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|
2016
Q4 | $477K | Sell |
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|
2016
Q3 | $1.6M | Sell |
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|
2016
Q2 | $2.06M | Buy |
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