MPWS
SWZ

McCarter Private Wealth Services’s Swiss Helvetia Fund SWZ Stock Holding History

McCarter Private Wealth Services’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
Q2 		$91.7K Buy
+14,459
New +$91.7K 0.05% 118