SAG
SWZ

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

SageView Advisory Group’s Portfolio SWZ Stock Details SWZ Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$29.2K Buy
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