Bulldog Investors’s Swiss Helvetia Fund SWZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $678K | Sell |
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|
2025
Q1 | $2.19M | Hold |
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|
2024
Q4 | $1.78M | Hold |
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|
2024
Q3 | $2.13M | Buy |
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|
2024
Q2 | $1.91M | Sell |
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|
2024
Q1 | $1.88M | Sell |
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|
2023
Q4 | $1.95M | Buy |
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|
2023
Q3 | $1.81M | Hold |
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|
2023
Q2 | $1.95M | Hold |
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|
2023
Q1 | $1.88M | Hold |
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|
2022
Q4 | $1.8M | Hold |
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|
2022
Q3 | $1.61M | Hold |
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|
2022
Q2 | $1.87M | Hold |
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|
2022
Q1 | $2.19M | Hold |
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|
2021
Q4 | $2.36M | Buy |
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|
2021
Q3 | $1.16M | Buy |
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|
2021
Q2 | $603K | Hold |
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|
2021
Q1 | $545K | Hold |
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|
2020
Q4 | $554K | Sell |
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|
2020
Q3 | $515K | Hold |
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|
2020
Q2 | $488K | Hold |
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|
2020
Q1 | $433K | Sell |
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|
2019
Q4 | $525K | Sell |
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|
2019
Q3 | $1.25M | Hold |
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|
2019
Q2 | $1.24K | Hold |
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|
2019
Q1 | $1.18M | Sell |
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|
2018
Q4 | $1.15M | Sell |
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|
2018
Q3 | $17.5M | Sell |
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|
2018
Q2 | $26.1M | Hold |
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|
2018
Q1 | $25.9M | Buy |
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|
2017
Q4 | $25.7M | Buy |
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|
2017
Q3 | $24.5M | Hold |
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|
2017
Q2 | $24.4M | Sell |
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|
2017
Q1 | $24.7M | Buy |
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|
2016
Q4 | $18.2M | Buy |
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|
2016
Q3 | $18.2M | Buy |
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|
2016
Q2 | $10.5M | Buy |
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|
2016
Q1 | $8.53M | Sell |
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|
2015
Q4 | $9.18M | Sell |
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|
2015
Q3 | $10.4M | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $13.7M | Buy |
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