AP
SWZ

Adero Partners’s Swiss Helvetia Fund SWZ Stock Holding History

Adero Partners’s Portfolio SWZ Stock Details SWZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-12,403
Closed -$86K – 81
2020
Q1 		$86K Buy
+12,403
New +$86K 0.14% 67