Tocqueville Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
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|
2017
Q1 | $116K | Hold |
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|
2016
Q4 | $102K | Sell |
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|
2016
Q3 | $167K | Hold |
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|
2016
Q2 | $161K | Hold |
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|
2016
Q1 | $159K | Sell |
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|
2015
Q4 | $232K | Hold |
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|
2015
Q3 | $238K | Hold |
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|
2015
Q2 | $257K | Buy |
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|
2015
Q1 | $246K | Buy |
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|
2014
Q4 | $217K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $334K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $217K | Hold |
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|
2013
Q2 | $188K | Buy |
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