AW
SWZ

Atlas Wealth’s Swiss Helvetia Fund SWZ Stock Holding History

Atlas Wealth’s Portfolio SWZ Stock Details SWZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
2024
Q2 		$196K Buy
2023
Q4 		– Sell
2023
Q3 		$482K Hold
2023
Q2 		$533K Buy
2023
Q1 		$495K Sell
2022
Q4 		$498K Buy