Geode Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
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|
2020
Q1 | $166K | Sell |
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|
2019
Q4 | $1.54M | Sell |
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|
2019
Q3 | $2.12M | Hold |
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|
2019
Q2 | $2.08M | Hold |
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|
2019
Q1 | $2M | Hold |
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|
2018
Q4 | $1.82M | Buy |
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|
2018
Q3 | $432K | Buy |
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|
2016
Q3 | – | Hold |
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|
2016
Q2 | – | Hold |
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|
2015
Q2 | – | Hold |
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|
2015
Q1 | – | Hold |
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|
2014
Q4 | – | Hold |
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