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SWZ

Barrett Asset Management’s Swiss Helvetia Fund SWZ Stock Holding History

Barrett Asset Management’s Portfolio SWZ Stock Details SWZ Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-500
Closed -$6K – 403
2017
Q4 		$6K Buy
+500
New +$6K ﹤0.01% 364