Matisse Capital’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
Q3 | $3.69M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $2.68M | Sell |
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|
2021
Q2 | $3.04M | Sell |
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|
2021
Q1 | $2.76M | Sell |
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|
2020
Q4 | $2.83M | Hold |
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|
2020
Q3 | $2.62M | Sell |
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|
2020
Q2 | $2.67M | Buy |
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|
2020
Q1 | $2.34M | Buy |
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|
2019
Q4 | $1.15M | Sell |
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|
2019
Q3 | $1.57M | Buy |
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|
2019
Q2 | $1.37M | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $112K | Buy |
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