KLI
SWZ

Kelman-Lazarov Inc’s Swiss Helvetia Fund SWZ Stock Holding History

Kelman-Lazarov Inc’s Portfolio SWZ Stock Details SWZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-7,125
Closed -$72.7K – 234
2016
Q4 		$72.7K Sell
7,125
-1,820
-20% -$18.6K 0.04% 152
2016
Q3 		$95.9K Sell
8,945
-1,442
-14% -$15.5K 0.05% 144
2016
Q2 		$107K Hold
10,387
– – 0.06% 142
2016
Q1 		$105K Buy
+10,387
New +$105K 0.06% 149