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Swiss Helvetia Fund (SWZ)  
$8.22 0.03 (0.36%) as of 4:30 Mon 6/10


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Exchange: New York Stock Exchange
Security Type: Mutual Fund
Shares Out: 29,800,000
Market Cap: 244.96(M)
Last Volume: 18,073 Avg Vol: 21,595
52 Week Range: $7.12 - $8.56
Level I Sector: Financials
Level II Sector: Financial Services
Level III Sector: Closed - End Fund - Foreign

Member Indexes:

   

Rankings:

     
Insider 3 Months    :   -
Insider 6 Months    :   -
Insider 3/6 Months :   -
Guru Rank Number :  -
Guru Rank Value     :  -
Guru Occurances    :  -

 

            6 Months   1 Year   2 Year  
 
Company Profile   The Swiss Helvetia Fund is registered as a non-diversified, closed-end management investment company. The Fund seeks long-term growth of capital through investment in equity and equity-linked securities of Swiss companies.


 
 
Summary  (Direct Transactions Only) 3 Months 6 Months 12 Months 24 Months
Total Shares Bought 0 0 0 0
Total Buy Value $0 $0 $0 $0
Total People Bought 0 0 0 0
Total Buy Transactions 0 0 0 0
Total Shares Sold 0 0 0 0
Total Sell Value $0 $0 $0 $0
Total People Sold 0 0 0 0
Total Sell Transactions 0 0 0 0
End Date 2024-03-10 2023-12-08 2023-06-09 2022-06-09

   
Records found: 77
  Page 4 of 4  
Filer's Name Relation Title Off-Dir-10% Tran. Date Form Action Price Mkt Value D/I Shares Holdings
Rank

 
3m +/-  
Form
   Berris Brian A Director   –       •      –    2015-11-18 4 B $10.88 $54,412 D/D 5,000 10,000 2.39     -
   Mandel Alan M. Treas. & Princ. Fin. Officer   •       –      –    2014-09-04 4 B $14.21 $14,213 D/D 1,000 1,000 2.74     -

  77 Records found
  1  2  3  4    
  Page 4 of 4
  Transaction Code Key: Ownership Code Key
  B - Buy AB - Automatic Buy D - Direct Ownership
  S - Sell AS - Automatic Sell I - Indirect Ownership
  OE - Options Exercised A - Acquired
  IO - Initital Ownership D - Disposed