Cutler Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
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|
2017
Q1 | $522K | Sell |
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|
2016
Q4 | $1.15M | Sell |
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|
2016
Q3 | $1.32M | Buy |
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|
2016
Q2 | $1.26K | Buy |
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|
2016
Q1 | $1.22M | Buy |
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|
2015
Q4 | $1.23M | Buy |
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|
2015
Q3 | $1.24M | Buy |
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|
2015
Q2 | $1.23M | Buy |
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|
2015
Q1 | $797K | Buy |
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|
2014
Q4 | $531K | Sell |
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|
2014
Q3 | $901K | Buy |
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|
2014
Q2 | $937K | Hold |
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|
2014
Q1 | $925K | Buy |
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|
2013
Q4 | $837K | Hold |
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|
2013
Q3 | $853K | Buy |
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|
2013
Q2 | $675K | Buy |
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