VSWA
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Vontobel Swiss Wealth Advisors’s Schlumberger SLB Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2020
Q3
Sell
-16,300
Closed -$300K 83
2020
Q2
$300K Sell
16,300
-1,223
-7% -$22.5K 0.2% 59
2020
Q1
$236K Buy
17,523
+23
+0.1% +$310 0.18% 78
2019
Q4
$704K Sell
17,500
-13,238
-43% -$533K 0.46% 55
2019
Q3
$1.05M Buy
30,738
+1,160
+4% +$39.6K 0.68% 49
2019
Q2
$1.18M Buy
+29,578
New +$1.18M 0.63% 54