Guggenheim Capital’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
Q4 | – | Sell |
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|
2025
Q3 | $66.6K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $281K | Sell |
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|
2017
Q1 | $485K | Sell |
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|
2016
Q4 | $496K | Buy |
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|
2016
Q3 | $489K | Sell |
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|
2016
Q2 | $474K | Sell |
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|
2016
Q1 | $470K | Sell |
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|
2015
Q4 | $497K | Buy |
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|
2015
Q3 | $322K | Buy |
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|
2015
Q2 | $286K | Buy |
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|
2015
Q1 | $278K | Sell |
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|
2014
Q4 | $327K | Hold |
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|
2014
Q3 | $397K | Buy |
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|
2014
Q2 | $316K | Hold |
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|
2014
Q1 | $311K | Sell |
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|
2013
Q4 | $333K | Hold |
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|
2013
Q3 | $339K | Hold |
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|
2013
Q2 | $294K | Buy |
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