Swiss Helvetia Fund shares owned by Raymond James Financial Services Advisors
Quarter-by-quarter ownership of Swiss Helvetia Fund (SWZ) shares owned by Raymond James Financial Services Advisors
from 13F filings
Historical chart of Raymond James Financial Services Advisors investment in Swiss Helvetia Fund
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Quarterly reported holdings in Swiss Helvetia Fund by Raymond James Financial Services Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $142k | 18k | 7.93 |
| 2023-09-30 | $154k | 20k | 7.64 |
| 2023-06-30 | $166k | 20k | 8.22 |
| 2023-03-31 | $176k | 22k | 7.93 |
| 2022-12-31 | $160k | 21k | 7.56 |
| 2022-09-30 | $162k | 24k | 6.80 |
| 2022-06-30 | $187k | 24k | 7.87 |
| 2022-03-31 | $144k | 16k | 9.24 |
| 2021-12-31 | $150k | 15k | 9.92 |
| 2021-09-30 | $138k | 15k | 9.16 |
| 2021-06-30 | $146k | 15k | 9.71 |
| 2021-03-31 | $132k | 15k | 8.78 |
| 2020-12-31 | $113k | 13k | 8.95 |
| 2020-09-30 | $105k | 13k | 8.32 |
| 2020-06-30 | $81k | 10k | 7.80 |
| 2020-03-31 | $72k | 10k | 6.94 |
| 2019-12-31 | $108k | 13k | 8.39 |
| 2016-06-30 | $107k | 10k | 10.38 |
| 2016-03-31 | $197k | 19k | 10.19 |
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