WAM
SWZ

Weiss Asset Management’s Swiss Helvetia Fund SWZ Stock Holding History

Weiss Asset 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
2019
Q1 		– Sell
2018
Q4 		$288K Sell
2018
Q3 		$878K Buy
2015
Q3 		– Sell
2015
Q2 		$1.17M Sell
2015
Q1 		$2.61M Sell
2014
Q4 		$8.39M Buy