WOSD
SWZ

WFA of San Diego’s Swiss Helvetia Fund SWZ Stock Holding History

WFA of San Diego’s Portfolio SWZ Stock Details SWZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-1,536
Closed -$12K – 356
2022
Q2 		$12K Buy
+1,536
New +$12K 0.01% 266