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

Boothbay Fund Management’s Portfolio SWZ Stock Details SWZ Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell
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