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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-97,879
Closed -$860K – 2438
2024
Q4 		$860K Buy
97,879
+6,858
+8% +$55.7K 0.01% 1347
2024
Q3 		$710K Buy
91,021
+1,390
+2% +$12K ﹤0.01% 1478
2024
Q2 		$678K Buy
+89,631
New +$707K ﹤0.01% 1436

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