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Total Clarity Wealth Management’s Swiss Helvetia Fund SWZ Stock Holding History

Total Clarity Wealth Management’s Portfolio SWZ Stock Details SWZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-2,231
Closed -$19K – 555
2019
Q4 		$19K Buy
+2,231
New +$18.2K 0.01% 406

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1CP
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BBPWM
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KIM
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WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

Total Clarity Wealth Management's SWZ Position: Q1 2020 in Review

Total Clarity Wealth Management sold out of Swiss Helvetia Fund (SWZ) in Q1 2020, closing a stake of 2,231 shares — an estimated $19K sold.

Total Clarity Wealth Management first reported a position in SWZ in Q4 2019 and held it in 1 quarter. The position peaked at $19K in Q4 2019. 41 funds tracked by Wall St. Rank hold SWZ as of Q1 2020.

  • Total Clarity Wealth Management reported no remaining Swiss Helvetia Fund position as of Q1 2020 after selling out during the quarter.
  • Total Clarity Wealth Management sold 2,231 Swiss Helvetia Fund shares in Q1 2020, an estimated $19K.
  • Total Clarity Wealth Management first reported a position in Swiss Helvetia Fund in Q4 2019 and held it in 1 quarter.
  • Total Clarity Wealth Management's Swiss Helvetia Fund position peaked at $19K in Q4 2019.
  • 41 funds tracked by Wall St. Rank held Swiss Helvetia Fund as of Q1 2020.

Based on Total Clarity Wealth Management's 13F filing for Q1 2020, filed 24 Apr 2020.