TCWM
SWZ

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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-2,231
Closed -$19K – 555
2019
Q4 		$19K Buy
+2,231
New +$19K 0.01% 406