SA
SWZ

Sanctuary Advisors’s Swiss Helvetia Fund SWZ Stock Holding History

Sanctuary 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
2024
Q4 		$860K Buy
97,879
+6,858
+8% +$60.3K 0.01% 1347
2024
Q3 		$710K Buy
91,021
+1,390
+2% +$10.8K ﹤0.01% 1478
2024
Q2 		$678K Buy
+89,631
New +$678K ﹤0.01% 1435