Meridian Investment Counsel’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
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|
2018
Q3 | $197K | Sell |
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|
2018
Q2 | $305K | Sell |
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|
2018
Q1 | $309K | Hold |
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|
2017
Q4 | $322K | Hold |
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|
2017
Q3 | $322K | Hold |
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|
2017
Q2 | $320K | Sell |
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|
2017
Q1 | $348K | Hold |
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|
2016
Q4 | $306K | Hold |
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|
2016
Q3 | $320K | Buy |
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|
2016
Q2 | $310K | Hold |
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|
2016
Q1 | $305K | Buy |
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|
2015
Q4 | $315K | Sell |
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|
2015
Q3 | $369K | Buy |
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|
2015
Q2 | $397K | Hold |
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|
2015
Q1 | $392K | Buy |
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|
2014
Q4 | $375K | Hold |
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|
2014
Q3 | $456K | Buy |
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|
2014
Q2 | $481K | Sell |
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|
2014
Q1 | $488K | Buy |
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|
2013
Q4 | $472K | Buy |
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