A detailed history of Royal Bank Of Canada transactions in Swiss Helvetia Fund, Inc. stock. As of the latest transaction made, Royal Bank Of Canada holds 708 shares of SWZ stock, worth $5,798. This represents 0.0% of its overall portfolio holdings.

Number of Shares
708
Previous 708 -0.0%
Holding current value
$5,798
Previous $5,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 14, 2023

SELL
$7.56 - $8.56 $33,868 - $38,348
-4,480 Reduced 86.35%
708 $5,000
Q4 2022

Feb 14, 2023

SELL
$6.59 - $8.05 $7,242 - $8,846
-1,099 Reduced 17.48%
5,188 $39,000
Q3 2022

Nov 14, 2022

BUY
$6.65 - $8.23 $7,308 - $9,044
1,099 Added 21.18%
6,287 $43,000
Q2 2022

Aug 15, 2022

SELL
$7.46 - $9.42 $19,396 - $24,492
-2,600 Reduced 33.38%
5,188 $40,000
Q4 2021

Feb 14, 2022

SELL
$9.11 - $9.94 $3,261 - $3,558
-358 Reduced 4.39%
7,788 $78,000
Q2 2021

Aug 16, 2021

BUY
$8.88 - $9.99 $72,336 - $81,378
8,146 New
8,146 $79,000

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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