LPL Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $134K | Buy |
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|
2024
Q3 | $158K | Buy |
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|
2024
Q2 | $109K | Buy |
|
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|
2024
Q1 | $106K | Buy |
|
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|
2023
Q4 | $88.2K | Buy |
|
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|
2021
Q3 | – | Sell |
|
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|
2021
Q2 | $159K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $140K | Sell |
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|
2016
Q2 | $158K | Buy |
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|
2016
Q1 | $148K | Buy |
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|
2015
Q4 | $155K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $206K | Buy |
|
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|
2014
Q2 | $214K | Sell |
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|
2014
Q1 | $224K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $133K | Buy |
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