LWM
SWZ

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

LBA Wealth Management’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 		– Hold
0
– -$2K – 419
2016
Q4 		– Hold
0
– – – 420