Boothbay Fund Management’s Swiss Helvetia Fund SWZ Stock Holding History

Boothbay Fund 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 Q3	$532K	Buy
2018 Q4	–	Sell
2018 Q3	$911K	Buy
2018 Q2	$1.03M	Hold
2018 Q1	$1.02M	Buy
2017 Q2	–	Sell
2017 Q1	$369K	Buy