SOL Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
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|
2018
Q4 | $72K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $143K | Hold |
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|
2017
Q1 | $131K | Hold |
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|
2016
Q4 | $115K | Sell |
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|
2016
Q3 | $128K | Hold |
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|
2016
Q2 | $123K | Sell |
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|
2016
Q1 | $127K | Hold |
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|
2015
Q4 | $132K | Hold |
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|
2015
Q3 | $136K | Buy |
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|
2015
Q2 | $143K | Hold |
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|
2015
Q1 | $141K | Hold |
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|
2014
Q4 | $136K | Hold |
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|
2014
Q3 | $165K | Hold |
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|
2014
Q2 | $178K | Hold |
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|
2014
Q1 | $176K | Buy |
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|
2013
Q4 | $160K | Hold |
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|
2013
Q3 | $163K | Hold |
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|
2013
Q2 | $141K | Buy |
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