MCC
SWZ

Money Concepts Capital’s Swiss Helvetia Fund SWZ Stock Holding History

Money Concepts Capital’s Portfolio SWZ Stock Details SWZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1
Closed -$8 – 2615
2022
Q4 		$8 Buy
+1
New +$8 ﹤0.01% 3242
2022
Q2 		– Sell
-4
Closed – – 2504
2022
Q1 		$0 Buy
+4
New – ﹤0.01% 2771