AWM
SWZ

Altavista Wealth Management’s Swiss Helvetia Fund SWZ Stock Holding History

Altavista Wealth Management’s Portfolio SWZ Stock Details SWZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-47,201
Closed -$582K – 116
2013
Q2 		$582K Buy
+47,201
New +$582K 0.39% 68