Dynamic Advisor Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $183K | Sell |
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|
2024
Q2 | $178K | Sell |
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|
2024
Q1 | $183K | Buy |
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|
2023
Q4 | $186K | Sell |
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|
2023
Q3 | $211K | Buy |
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|
2023
Q2 | $225K | Buy |
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|
2023
Q1 | $214K | Buy |
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|
2022
Q4 | $189K | Buy |
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|
2022
Q3 | $105K | Buy |
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|
2022
Q2 | $117K | Buy |
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|
2022
Q1 | $131K | Buy |
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|
2021
Q4 | $126K | Buy |
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|
2021
Q3 | $105K | Buy |
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|
2021
Q2 | $104K | Buy |
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