CFS
SWZ

Commonwealth Financial Services’s Swiss Helvetia Fund SWZ Stock Holding History

Commonwealth Financial Services’s Portfolio SWZ Stock Details SWZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-265
Closed -$3K – 249
2015
Q2 		$3K Hold
265
– – ﹤0.01% 222
2015
Q1 		$3K Buy
265
+42
+19% +$475 ﹤0.01% 228
2014
Q4 		$2K Buy
+223
New +$2K ﹤0.01% 221