WF
SWZ

WealthTrust Fairport’s Swiss Helvetia Fund SWZ Stock Holding History

WealthTrust Fairport’s Portfolio SWZ Stock Details SWZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-499
Closed -$7K – 403
2013
Q3 		$7K Buy
+499
New +$7K ﹤0.01% 311