W
SWZ

WealthStone’s Swiss Helvetia Fund SWZ Stock Holding History

WealthStone’s Portfolio SWZ Stock Details SWZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-153
Closed -$1.21K – 556
2019
Q2 		$1.21K Buy
+153
New +$1.21K ﹤0.01% 637