Morgan Stanley’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
Q2 | $358K | Sell |
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|
2025
Q1 | $557K | Sell |
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|
2024
Q4 | $734K | Sell |
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|
2024
Q3 | $1M | Buy |
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|
2024
Q2 | $776K | Sell |
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|
2024
Q1 | $786K | Sell |
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|
2023
Q4 | $1.53M | Buy |
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|
2023
Q3 | $763K | Buy |
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|
2023
Q2 | $802K | Buy |
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|
2023
Q1 | $774K | Buy |
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|
2022
Q4 | $661K | Buy |
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|
2022
Q3 | $396K | Buy |
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|
2022
Q2 | $201K | Hold |
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|
2022
Q1 | $235K | Buy |
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|
2021
Q4 | $219K | Buy |
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|
2021
Q3 | $195K | Buy |
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|
2021
Q2 | $203K | Hold |
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|
2021
Q1 | $183K | Hold |
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|
2020
Q4 | $186K | Sell |
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|
2020
Q3 | $207K | Sell |
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|
2020
Q2 | $249K | Sell |
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|
2020
Q1 | $225K | Sell |
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|
2019
Q4 | $278K | Sell |
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|
2019
Q3 | $272K | Sell |
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|
2019
Q2 | $276K | Hold |
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|
2019
Q1 | $266K | Hold |
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|
2018
Q4 | $241K | Buy |
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|
2018
Q3 | $225K | Buy |
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|
2018
Q2 | $313K | Sell |
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|
2018
Q1 | $319K | Buy |
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|
2017
Q4 | $331K | Buy |
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|
2017
Q3 | $320K | Buy |
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|
2017
Q2 | $296K | Sell |
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|
2017
Q1 | $312K | Buy |
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|
2016
Q4 | $242K | Buy |
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|
2016
Q3 | $220K | Sell |
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|
2016
Q2 | $370K | Sell |
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|
2016
Q1 | $413K | Sell |
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|
2015
Q4 | $739K | Sell |
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|
2015
Q3 | $803K | Sell |
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|
2015
Q2 | $993K | Sell |
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|
2015
Q1 | $1.31M | Buy |
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|
2014
Q4 | $1.1M | Buy |
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|
2014
Q3 | $1.24M | Buy |
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|
2014
Q2 | $1.26M | Buy |
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|
2014
Q1 | $955K | Buy |
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|
2013
Q4 | $613K | Sell |
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|
2013
Q3 | $677K | Buy |
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|
2013
Q2 | $574K | Buy |
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