Shufro Rose & Co’s Swiss Helvetia Fund SWZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Hold |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $304K | Hold |
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|
2017
Q1 | $277K | Sell |
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|
2016
Q4 | $251K | Buy |
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|
2016
Q3 | – | Hold |
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|
2016
Q2 | – | Hold |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $276K | Sell |
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|
2015
Q3 | $297K | Buy |
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|
2015
Q2 | $315K | Sell |
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|
2015
Q1 | $325K | Sell |
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|
2014
Q4 | $319K | Sell |
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|
2014
Q3 | $390K | Sell |
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|
2014
Q2 | $424K | Sell |
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|
2014
Q1 | $424K | Hold |
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|
2013
Q4 | $411K | Sell |
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|
2013
Q3 | $433K | Sell |
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|
2013
Q2 | $579K | Buy |
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