AGM
SWZ

Alpine Global Management’s Swiss Helvetia Fund SWZ Stock Holding History

Alpine Global Management’s Portfolio SWZ Stock Details SWZ Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
2025
Q3 		$532K Buy
2019
Q3 		– Sell
2019
Q2 		$2.2M Buy
2019
Q1 		$2.01M Buy
2018
Q4 		$1.74M Buy
2017
Q3 		– Sell
2017
Q2 		$162K Buy
2017
Q1 		– Sell
2016
Q4 		$428K Buy