Wolverine Asset Management’s Swiss Helvetia Fund SWZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $238K | Sell |
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|
2024
Q4 | $250K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $292K | Buy |
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|
2024
Q1 | $185K | Sell |
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|
2023
Q4 | $245K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $6.67K | Sell |
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|
2023
Q1 | $207K | Buy |
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|
2022
Q4 | $86.5K | Sell |
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|
2022
Q3 | $137K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $965K | Buy |
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|
2021
Q3 | $792K | Buy |
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|
2021
Q2 | $776K | Buy |
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|
2021
Q1 | $402K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $469K | Sell |
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|
2020
Q1 | $638K | Sell |
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|
2019
Q4 | $1.3M | Buy |
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|
2019
Q3 | $1.05M | Sell |
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|
2019
Q2 | $1.58M | Sell |
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|
2019
Q1 | $1.57M | Buy |
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|
2018
Q4 | $805K | Buy |
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|
2018
Q3 | $72K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $253K | Sell |
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|
2017
Q2 | $602K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $21K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $46K | Sell |
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|
2015
Q1 | $2.23M | Buy |
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|
2014
Q4 | $616K | Sell |
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|
2014
Q3 | $2.98M | Buy |
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|
2014
Q2 | $2.49M | Buy |
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|
2014
Q1 | $655K | Sell |
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|
2013
Q4 | $954K | Sell |
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|
2013
Q3 | $1.75M | Buy |
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|
2013
Q2 | $1.3M | Buy |
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