Yakira Capital Management’s Swiss Helvetia Fund SWZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $884K | Buy |
139,377
+109,272
| +363% | +$693K | 0.3% | 72 |
|
|
2025
Q1 | $278K | Buy |
+30,105
| New | +$278K | 0.11% | 100 |
|
|
2014
Q4 | – | Sell |
-14,517
| Closed | -$196K | – | 105 |
|
|
2014
Q3 | $196K | Buy |
14,517
+55
| +0.4% | +$743 | 0.15% | 70 |
|
|
2014
Q2 | $211K | Sell |
14,462
-9,787
| -40% | -$143K | 0.16% | 76 |
|
|
2014
Q1 | $349K | Buy |
24,249
+11,237
| +86% | +$162K | 0.31% | 50 |
|
|
2013
Q4 | $182K | Buy |
+13,012
| New | +$182K | 0.18% | 52 |
|