VSWA
Vontobel Swiss Wealth Advisors’s SAP SAP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $786K | Buy |
5,600
+1,700
| +44% | +$239K | 0.4% | 34 |
|
|
2021
Q1 | $479K | Hold |
3,900
| – | – | 0.27% | 45 |
|
|
2020
Q4 | $509K | Buy |
3,900
+2,200
| +129% | +$287K | 0.29% | 41 |
|
|
2020
Q3 | $265K | Sell |
1,700
-2,200
| -56% | -$343K | 0.19% | 56 |
|
|
2020
Q2 | $546K | Hold |
3,900
| – | – | 0.36% | 49 |
|
|
2020
Q1 | $431K | Hold |
3,900
| – | – | 0.33% | 54 |
|
|
2019
Q4 | $523K | Sell |
3,900
-300
| -7% | -$40.2K | 0.34% | 63 |
|
|
2019
Q3 | $495K | Hold |
4,200
| – | – | 0.32% | 67 |
|
|
2019
Q2 | $575K | Buy |
+4,200
| New | +$575K | 0.31% | 69 |
|