Integris Wealth Management’s Swiss Helvetia Fund SWZ Stock Holding History

Integris Wealth Management’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
2026 Q1	$59.6K	Sell
2025 Q4	$74.7K	Hold
2025 Q3	$73K	Hold
2025 Q2	$76.1K	Buy