Smith Salley Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
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|
2020
Q2 | $156K | Hold |
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|
2020
Q1 | $138K | Sell |
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|
2019
Q4 | $170K | Sell |
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|
2019
Q3 | $171K | Hold |
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|
2019
Q2 | $168K | Buy |
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|
2019
Q1 | $156K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $118K | Hold |
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|
2018
Q2 | $171K | Hold |
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|
2018
Q1 | $170K | Sell |
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|
2017
Q4 | $178K | Buy |
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|
2017
Q3 | $177K | Hold |
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|
2017
Q2 | $176K | Sell |
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|
2017
Q1 | $192K | Buy |
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|
2016
Q4 | $144K | Sell |
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|
2016
Q3 | $161K | Sell |
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|
2016
Q2 | $167K | Buy |
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|
2016
Q1 | $161K | Hold |
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|
2015
Q4 | $167K | Buy |
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|
2015
Q3 | $167K | Buy |
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|
2015
Q2 | $171K | Hold |
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|
2015
Q1 | $169K | Buy |
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|
2014
Q4 | $161K | Buy |
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|
2014
Q3 | $189K | Buy |
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|
2014
Q2 | $199K | Hold |
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|
2014
Q1 | $197K | Buy |
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|
2013
Q4 | $174K | Hold |
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|
2013
Q3 | $177K | Buy |
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|
2013
Q2 | $137K | Buy |
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