Doliver Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
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|
2018
Q1 | $163K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $163K | Sell |
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|
2017
Q2 | $191K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $174K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $331K | Buy |
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|
2016
Q1 | $270K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $234K | Sell |
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|
2015
Q1 | $726K | Sell |
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|
2014
Q4 | $997K | Buy |
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|
2014
Q3 | $817K | Buy |
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|
2014
Q2 | $606K | Sell |
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|
2014
Q1 | $717K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $607K | Buy |
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