A detailed history of Bank Of America Corp transactions in Swiss Helvetia Fund, Inc. stock. As of the latest transaction made, Bank Of America Corp holds 2,877 shares of SWZ stock, worth $23,131. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,877
Previous 2,917 1.37%
Holding current value
$23,131
Previous $23,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

SELL
$7.5 - $8.27 $300 - $330
-40 Reduced 1.37%
2,877 $23,000
Q1 2024

May 15, 2024

SELL
$7.79 - $8.25 $2,337 - $2,475
-300 Reduced 9.33%
2,917 $23,000
Q4 2023

Feb 14, 2024

SELL
$7.12 - $8.2 $26,279 - $30,266
-3,691 Reduced 53.43%
3,217 $26,000
Q4 2022

Feb 10, 2023

SELL
$6.59 - $8.05 $3,584 - $4,379
-544 Reduced 7.3%
6,908 $52,000
Q3 2022

Nov 14, 2022

SELL
$6.65 - $8.23 $543,411 - $672,522
-81,716 Reduced 91.64%
7,452 $51,000
Q2 2022

Aug 12, 2022

BUY
$7.46 - $9.42 $37,747 - $47,665
5,060 Added 6.02%
89,168 $700,000
Q1 2022

May 16, 2022

BUY
$8.22 - $10.08 $82,578 - $101,263
10,046 Added 13.56%
84,108 $775,000
Q4 2021

Feb 08, 2022

BUY
$9.11 - $9.94 $7,752 - $8,458
851 Added 1.16%
74,062 $736,000
Q3 2021

Nov 15, 2021

BUY
$9.13 - $10.04 $33,160 - $36,465
3,632 Added 5.22%
73,211 $672,000
Q2 2021

Sep 13, 2021

BUY
$8.88 - $9.99 $617,861 - $695,094
69,579 New
69,579 $677,000

Others Institutions Holding SWZ

About SWISS HELVETIA FUND, INC.


  • Ticker SWZ
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • The Swiss Helvetia Fund Inc. is a closed-ended equity mutual fund launched and managed by Schroder Investment Management North America Inc. The fund invests in public equity markets of Switzerland. It seeks to invest in stocks of companies operating across diversified sectors. The fund primarily invests in value stocks of companies across all ma...
More about SWZ
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