MIG
SWZ
Mariner Investment Group’s Swiss Helvetia Fund SWZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-24,687
| Closed | -$315K | – | 79 |
|
|
2017
Q4 | $315K | Hold |
24,687
| – | – | 0.13% | 69 |
|
|
2017
Q3 | $315K | Hold |
24,687
| – | – | 0.2% | 38 |
|
|
2017
Q2 | $314K | Sell |
24,687
-5,845
| -19% | -$74.3K | 0.17% | 37 |
|
|
2017
Q1 | $354K | Hold |
30,532
| – | – | 0.21% | 51 |
|
|
2016
Q4 | $312K | Buy |
+30,532
| New | +$312K | 0.17% | 74 |
|