WFG Advisors’s Swiss Helvetia Fund SWZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-1,930
| Closed | -$22K | – | 2054 |
|
|
2014
Q4 | $22K | Hold |
1,930
| – | – | ﹤0.01% | 1182 |
|
|
2014
Q3 | $26K | Hold |
1,930
| – | – | ﹤0.01% | 1173 |
|
|
2014
Q2 | $28K | Hold |
1,930
| – | – | 0.01% | 1137 |
|
|
2014
Q1 | $28K | Buy |
1,930
+129
| +7% | +$1.87K | 0.01% | 1127 |
|
|
2013
Q4 | $25K | Hold |
1,801
| – | – | ﹤0.01% | 1262 |
|
|
2013
Q3 | $26K | Buy |
+1,801
| New | +$26K | ﹤0.01% | 1171 |
|