VSWA
Vontobel Swiss Wealth Advisors’s Western Union WU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-30,940
| Closed | -$588K | – | 90 |
|
|
2017
Q4 | $588K | Sell |
30,940
-4,000
| -11% | -$76K | 0.35% | 43 |
|
|
2017
Q3 | $671K | Buy |
34,940
+9,000
| +35% | +$173K | 0.41% | 42 |
|
|
2017
Q2 | $494K | Buy |
25,940
+9,775
| +60% | +$186K | 0.31% | 45 |
|
|
2017
Q1 | $329K | Buy |
16,165
+2,100
| +15% | +$42.7K | 0.18% | 53 |
|
|
2016
Q4 | $305K | Sell |
14,065
-435
| -3% | -$9.43K | 0.19% | 55 |
|
|
2016
Q3 | $302K | Sell |
14,500
-1,350
| -9% | -$28.1K | 0.16% | 58 |
|
|
2016
Q2 | $274K | Hold |
15,850
| – | – | 0.16% | 60 |
|
|
2016
Q1 | $306K | Buy |
+15,850
| New | +$306K | 0.16% | 54 |
|