VSWA
Vontobel Swiss Wealth Advisors’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-111,744
| Closed | -$4.37M | – | 96 |
|
|
2019
Q4 | $4.37M | Buy |
111,744
+15,037
| +16% | +$588K | 2.86% | 8 |
|
|
2019
Q3 | $3.66M | Sell |
96,707
-13,088
| -12% | -$495K | 2.36% | 8 |
|
|
2019
Q2 | $3.68M | Sell |
109,795
-2,614
| -2% | -$87.6K | 1.97% | 15 |
|
|
2019
Q1 | $3.49M | Sell |
112,409
-3,571
| -3% | -$111K | 3.78% | 8 |
|
|
2018
Q4 | $3.26M | Buy |
115,980
+89,435
| +337% | +$2.52M | 2.43% | 11 |
|
|
2018
Q3 | $891K | Buy |
26,545
+665
| +3% | +$22.3K | 0.52% | 41 |
|
|
2018
Q2 | $831K | Buy |
25,880
+1,494
| +6% | +$48K | 0.47% | 41 |
|
|
2018
Q1 | $869K | Buy |
24,386
+10,711
| +78% | +$382K | 0.46% | 42 |
|
|
2017
Q4 | $532K | Buy |
13,675
+4,775
| +54% | +$186K | 0.31% | 47 |
|
|
2017
Q3 | $349K | Buy |
8,900
+2,700
| +44% | +$106K | 0.21% | 55 |
|
|
2017
Q2 | $234K | Buy |
+6,200
| New | +$234K | 0.15% | 61 |
|
|
2015
Q1 | – | Sell |
-1,445
| Closed | -$49K | – | 99 |
|
|
2014
Q4 | $49K | Buy |
+1,445
| New | +$49K | 0.04% | 51 |
|