SWP
SWZ

Stratos Wealth Partners’s Swiss Helvetia Fund SWZ Stock Holding History

Stratos Wealth Partners’s Portfolio SWZ Stock Details SWZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-5,000
Closed -$43K – 2308
2018
Q3 		$43K Buy
+5,000
New +$43K ﹤0.01% 1526
2018
Q2 		– Sell
-4,000
Closed -$49K – 2387
2018
Q1 		$49K Buy
+4,000
New +$49K ﹤0.01% 1585