Cetera Investment Advisers
SWZ

Cetera Investment Advisers’s Swiss Helvetia Fund SWZ Stock Holding History

Cetera Investment Advisers’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
2023
Q2 		– Sell
2023
Q1 		$358K Sell
2022
Q4 		$400K Buy
2022
Q3 		– Sell
2022
Q2 		$440K Hold
2022
Q1 		$516K Buy
2021
Q4 		$499K Buy
2021
Q3 		$443K Buy
2021
Q2 		$265K Buy