DWM
SWZ

Dakota Wealth Management’s Swiss Helvetia Fund SWZ Stock Holding History

Dakota Wealth Management’s Portfolio SWZ Stock Details SWZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-25,825
Closed -$220K – 295
2018
Q3 		$220K Buy
+25,825
New +$220K 0.05% 248