LSC
SWZ

Logan Stone Capital’s Swiss Helvetia Fund SWZ Stock Holding History

Logan Stone Capital’s Portfolio SWZ Stock Details SWZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-31,779
Closed -$238K – 109
2024
Q4 		$238K Buy
+31,779
New +$238K 0.08% 97
2024
Q3 		– Sell
-20,166
Closed -$163K – 165
2024
Q2 		$163K Buy
+20,166
New +$163K 0.04% 146