Carson Wealth (CWM LLC)’s Swiss Helvetia Fund SWZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5K | Hold |
835
| – | – | ﹤0.01% | 4635 |
|
|
2025
Q1 | $8K | Hold |
835
| – | – | ﹤0.01% | 4234 |
|
|
2024
Q4 | $6K | Hold |
835
| – | – | ﹤0.01% | 4149 |
|
|
2024
Q3 | $7K | Hold |
835
| – | – | ﹤0.01% | 3968 |
|
|
2024
Q2 | $7K | Hold |
835
| – | – | ﹤0.01% | 3733 |
|
|
2024
Q1 | $7K | Buy |
+835
| New | +$7K | ﹤0.01% | 3537 |
|