SKK
SWZ

Shepherd Kaplan Krochuk’s Swiss Helvetia Fund SWZ Stock Holding History

Shepherd Kaplan Krochuk’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
2022
Q3 		– Sell
2022
Q2 		$262K Hold
2022
Q1 		$308K Hold
2021
Q4 		$332K Hold
2021
Q3 		$306K Hold
2021
Q2 		$325K Buy