SCM
SWZ
Saba Capital Management’s Swiss Helvetia Fund SWZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.55M | Buy |
245,033
+2,894
| +1% | +$18.3K | 0.04% | 149 |
|
|
2025
Q1 | $2.23M | Sell |
242,139
-83,640
| -26% | -$771K | 0.06% | 109 |
|
|
2024
Q4 | $2.44M | Buy |
325,779
+64,597
| +25% | +$484K | 0.06% | 106 |
|
|
2024
Q3 | $2.34M | Buy |
+261,182
| New | +$2.34M | 0.05% | 129 |
|
|
2017
Q2 | – | Sell |
-10,000
| Closed | -$116K | – | 108 |
|
|
2017
Q1 | $116K | Buy |
+10,000
| New | +$116K | 0.01% | 94 |
|