Rivernorth Capital Management’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
$4.25M Buy
2025
Q1
$413K Buy
2020
Q2
Sell
2020
Q1
$5.49M Sell
2019
Q4
$7.41M Buy
2019
Q3
$3.91K Buy
2018
Q4
Sell
2018
Q3
$1.16M Buy
2018
Q2
$270K Buy
2017
Q3
Sell
2017
Q2
$6.34M Buy
2017
Q1
$1.41M Hold
2016
Q4
$1.24M Buy
2014
Q3
Sell
2014
Q2
$2.84M Buy