Raymond James Financial Services Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $160K | Hold |
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|
2024
Q2 | $145K | Hold |
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|
2024
Q1 | $142K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $154K | Hold |
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|
2023
Q2 | $166K | Sell |
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|
2023
Q1 | $176K | Buy |
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|
2022
Q4 | $160K | Sell |
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|
2022
Q3 | $162K | Buy |
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|
2022
Q2 | $187K | Buy |
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|
2022
Q1 | $144K | Buy |
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|
2021
Q4 | $150K | Buy |
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|
2021
Q3 | $138K | Buy |
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|
2021
Q2 | $146K | Hold |
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|
2021
Q1 | $132K | Buy |
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|
2020
Q4 | $113K | Hold |
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|
2020
Q3 | $105K | Buy |
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|
2020
Q2 | $81K | Hold |
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|
2020
Q1 | $72K | Sell |
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|
2019
Q4 | $108K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $107K | Buy |
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