RFA
SWZ

Reilly Financial Advisors’s Swiss Helvetia Fund SWZ Stock Holding History

Reilly Financial 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
2015
Q4 		– Sell
-34
Closed – – 1107
2015
Q3 		$0 Buy
34
+1
+3% – ﹤0.01% 1383
2015
Q2 		$0 Hold
33
– – ﹤0.01% 1420
2015
Q1 		$0 Sell
33
-142
-81% – ﹤0.01% 1374
2014
Q4 		$2K Buy
+175
New +$2K ﹤0.01% 770