CCB
SWZ

Cutter & Co Brokerage’s Swiss Helvetia Fund SWZ Stock Holding History

Cutter & Co Brokerage’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
2014
Q4 		– Sell
2014
Q3 		$1.58M Sell
2014
Q2 		$1.73M Buy
2014
Q1 		$1.66M Buy
2013
Q4 		$1.6M Sell
2013
Q3 		$1.64M Buy
2013
Q2 		$1.42M Buy