J.P. Morgan Private Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
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|
2018
Q3 | $278K | Hold |
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|
2018
Q2 | $404K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $410K | Buy |
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|
2017
Q3 | $407K | Buy |
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|
2017
Q2 | $404K | Sell |
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|
2017
Q1 | $738K | Buy |
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|
2016
Q4 | $325K | Hold |
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|
2016
Q3 | $340K | Sell |
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|
2016
Q2 | $658K | Buy |
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|
2016
Q1 | $324K | Buy |
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|
2015
Q4 | $321K | Buy |
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|
2015
Q3 | $111K | Buy |
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|
2015
Q2 | $117K | Hold |
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|
2015
Q1 | $115K | Buy |
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