Uncommon Cents Investing’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $754K | Buy |
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|
2025
Q2 | $786K | Buy |
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|
2025
Q1 | $923K | Buy |
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|
2024
Q4 | $690K | Buy |
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|
2024
Q3 | $823K | Buy |
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|
2024
Q2 | $741K | Buy |
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|
2024
Q1 | $711K | Hold |
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|
2023
Q4 | $735K | Hold |
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|
2023
Q3 | $685K | Sell |
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|
2023
Q2 | $740K | Sell |
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|
2023
Q1 | $715K | Hold |
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|
2022
Q4 | $681K | Hold |
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|
2022
Q3 | $612K | Hold |
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|
2022
Q2 | $709K | Hold |
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|
2022
Q1 | $831K | Hold |
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|
2021
Q4 | $896K | Hold |
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|
2021
Q3 | $828K | Hold |
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|
2021
Q2 | $877K | Hold |
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|
2021
Q1 | $792K | Hold |
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|
2020
Q4 | $806K | Hold |
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|
2020
Q3 | $746K | Buy |
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|
2020
Q2 | $705K | Hold |
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|
2020
Q1 | $625K | Hold |
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|
2019
Q4 | $756K | Hold |
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|
2019
Q3 | $722K | Hold |
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|
2019
Q2 | $710K | Sell |
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|
2019
Q1 | $708K | Hold |
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|
2018
Q4 | $641K | Buy |
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|
2018
Q3 | $540K | Hold |
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|
2018
Q2 | $784K | Hold |
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|
2018
Q1 | $777K | Buy |
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|
2017
Q4 | $787K | Buy |
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