Citigroup’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
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|
2018
Q4 | $34K | Sell |
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|
2018
Q3 | $472K | Hold |
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|
2018
Q2 | $685K | Buy |
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|
2018
Q1 | $635K | Hold |
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|
2017
Q4 | $661K | Hold |
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|
2017
Q3 | $659K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $1K | Sell |
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|
2016
Q4 | $193K | Sell |
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|
2016
Q3 | $406K | Sell |
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|
2016
Q2 | $1.41M | Buy |
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|
2016
Q1 | $530K | Buy |
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|
2015
Q4 | $55K | Buy |
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|
2015
Q3 | $47K | Buy |
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|
2015
Q2 | $49K | Sell |
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|
2015
Q1 | $61K | Buy |
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|
2014
Q4 | $47K | Buy |
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|
2014
Q3 | $48K | Sell |
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|
2014
Q2 | $59K | Sell |
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|
2014
Q1 | $156K | Buy |
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|
2013
Q4 | $46K | Buy |
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|
2013
Q3 | $46K | Sell |
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|
2013
Q2 | $42K | Buy |
|