VSWA
Vontobel Swiss Wealth Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $8.34M | Sell |
36,394
-13,386
| -27% | -$3.07M | 4.28% | 5 |
|
|
2021
Q1 | $10.5M | Buy |
49,780
+1,177
| +2% | +$249K | 5.88% | 1 |
|
|
2020
Q4 | $10.6M | Buy |
48,603
+17,186
| +55% | +$3.76M | 6.05% | 1 |
|
|
2020
Q3 | $6.14M | Buy |
31,417
+3,468
| +12% | +$678K | 4.29% | 5 |
|
|
2020
Q2 | $5.4M | Sell |
27,949
-44
| -0.2% | -$8.5K | 3.55% | 8 |
|
|
2020
Q1 | $4.51M | Buy |
27,993
+11,551
| +70% | +$1.86M | 3.43% | 7 |
|
|
2019
Q4 | $3.09M | Buy |
16,442
+10,362
| +170% | +$1.95M | 2.02% | 20 |
|
|
2019
Q3 | $1.05M | Buy |
6,080
+1,120
| +23% | +$193K | 0.67% | 50 |
|
|
2019
Q2 | $861K | Buy |
+4,960
| New | +$861K | 0.46% | 61 |
|