CRC
SWZ

Curi RMB Capital’s Swiss Helvetia Fund SWZ Stock Holding History

Curi RMB Capital’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
2020
Q3 		– Sell
2020
Q2 		$465K Buy
2020
Q1 		$378K Buy
2019
Q4 		$353K Buy
2019
Q3 		$242K Sell
2019
Q2 		$362K Buy
2019
Q1 		$150K Buy
2016
Q2 		– Sell
2016
Q1 		$139K Buy
2015
Q4 		$136K Buy