Federation des caisses Desjardins du Quebec’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.6K | Hold |
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|
2025
Q1 | $16.9K | Hold |
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|
2024
Q4 | $13.7K | Hold |
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|
2024
Q3 | $16.4K | Hold |
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|
2024
Q2 | $14.8K | Hold |
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|
2024
Q1 | $14.5K | Hold |
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|
2023
Q4 | $15K | Hold |
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|
2023
Q3 | $14K | Hold |
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|
2023
Q2 | $15K | Hold |
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|
2023
Q1 | $14.5K | Hold |
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|
2022
Q4 | $13.8K | Hold |
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|
2022
Q3 | $12.4K | Hold |
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|
2022
Q2 | $14.4K | Hold |
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|
2022
Q1 | $16.9K | Hold |
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|
2021
Q4 | $18.2K | Hold |
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|
2021
Q3 | $16.8K | Hold |
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|
2021
Q2 | $17.8K | Hold |
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|
2021
Q1 | $16.1K | Hold |
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|
2020
Q4 | $16.4K | Hold |
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|
2020
Q3 | $15.1K | Hold |
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|
2020
Q2 | $14.3K | Hold |
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|
2020
Q1 | $12.7K | Hold |
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|
2019
Q4 | $15.4K | Hold |
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|
2019
Q3 | $14.7K | Hold |
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|
2019
Q2 | $14.4K | Hold |
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|
2019
Q1 | $13.9K | Hold |
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|
2018
Q4 | $12.6K | Buy |
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|
2018
Q3 | $9.6K | Hold |
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|
2018
Q2 | $13.9K | Hold |
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|
2018
Q1 | $13.8K | Hold |
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|
2017
Q4 | $14.4K | Hold |
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|
2017
Q3 | $14.3K | Hold |
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|
2017
Q2 | $14.3K | Hold |
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|
2017
Q1 | $13.1K | Buy |
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