EWP
SWZ

Engrave Wealth Partners’s Swiss Helvetia Fund SWZ Stock Holding History

Engrave Wealth Partners’s Portfolio SWZ Stock Details SWZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-800
Closed -$6K – 471
2019
Q4 		$6K Buy
+800
New +$6.51K 0.01% 347

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Engrave Wealth Partners's SWZ Position: Q1 2020 in Review

Engrave Wealth Partners sold out of Swiss Helvetia Fund (SWZ) in Q1 2020, closing a stake of 800 shares — an estimated $6K sold.

Engrave Wealth Partners first reported a position in SWZ in Q4 2019 and held it in 1 quarter. The position peaked at $6K in Q4 2019. 41 funds tracked by Wall St. Rank hold SWZ as of Q1 2020.

  • Engrave Wealth Partners reported no remaining Swiss Helvetia Fund position as of Q1 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 800 Swiss Helvetia Fund shares in Q1 2020, an estimated $6K.
  • Engrave Wealth Partners first reported a position in Swiss Helvetia Fund in Q4 2019 and held it in 1 quarter.
  • Engrave Wealth Partners's Swiss Helvetia Fund position peaked at $6K in Q4 2019.
  • 41 funds tracked by Wall St. Rank held Swiss Helvetia Fund as of Q1 2020.

Based on Engrave Wealth Partners's 13F filing for Q1 2020, filed 20 Apr 2020.