IA
SWZ

Icon Advisers’s Swiss Helvetia Fund SWZ Stock Holding History

Icon Advisers’s Portfolio SWZ Stock Details SWZ Fund Activity
Upgrade to unlock
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$3.4M Buy
2017
Q4 		– Sell
2017
Q3 		$710K Sell
2017
Q2 		$3.39M Sell
2017
Q1 		$4.21M Buy
2016
Q4 		$2.79M Buy
2016
Q3 		$291K Buy