VSWA
Vontobel Swiss Wealth Advisors’s Xylem XYL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-70,108
| Closed | -$7.14M | – | 77 |
|
|
2020
Q4 | $7.14M | Sell |
70,108
-6,496
| -8% | -$661K | 4.06% | 7 |
|
|
2020
Q3 | $6.3M | Buy |
76,604
+8,849
| +13% | +$728K | 4.4% | 4 |
|
|
2020
Q2 | $4.4M | Buy |
67,755
+9,535
| +16% | +$619K | 2.89% | 17 |
|
|
2020
Q1 | $3.79M | Buy |
58,220
+2,985
| +5% | +$194K | 2.89% | 15 |
|
|
2019
Q4 | $4.35M | Buy |
55,235
+15,370
| +39% | +$1.21M | 2.85% | 9 |
|
|
2019
Q3 | $3.17M | Sell |
39,865
-4,466
| -10% | -$356K | 2.05% | 17 |
|
|
2019
Q2 | $3.71M | Sell |
44,331
-320
| -0.7% | -$26.8K | 1.99% | 12 |
|
|
2019
Q1 | $3.49M | Buy |
+44,651
| New | +$3.49M | 3.79% | 7 |
|