OIA
SWZ

Optimum Investment Advisors’s Swiss Helvetia Fund SWZ Stock Holding History

Optimum Investment Advisors’s Portfolio SWZ Stock Details SWZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-844
Closed -$12K – 767
2013
Q3 		$12K Buy
+844
New +$12K ﹤0.01% 562