Sanctuary Advisors’s Swiss Helvetia Fund SWZ Stock Holding History

Sanctuary Advisors’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
2024 Q4	$860K	Buy
2024 Q3	$710K	Buy
2024 Q2	$678K	Buy