SAG
SWZ

SageView Advisory Group’s Swiss Helvetia Fund SWZ Stock Holding History

SageView Advisory Group’s Portfolio SWZ Stock Details SWZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
2024
Q3 		$106K Sell
2024
Q2 		$143K Buy
2024
Q1 		– Sell
2023
Q4 		$257K Hold
2023
Q3 		$244K Hold
2023
Q2 		$262K Buy