WT
SWZ

Whittier Trust’s Swiss Helvetia Fund SWZ Stock Holding History

Whittier Trust’s Portfolio SWZ Stock Details SWZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-1,944
Closed -$19K – 1570
2021
Q2 		$19K Hold
1,944
– – ﹤0.01% 1160
2021
Q1 		$17K Hold
1,944
– – ﹤0.01% 1166
2020
Q4 		$17K Hold
1,944
– – ﹤0.01% 1083
2020
Q3 		$16K Buy
+1,944
New +$16K ﹤0.01% 1059