IA
SWZ

Icon Advisers’s Swiss Helvetia Fund SWZ Stock Holding History

Icon Advisers’s Portfolio SWZ Stock Details SWZ Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
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