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Swiss Helvetia Fund shares owned by Dynamic Advisors Solutions

Quarter-by-quarter ownership of Swiss Helvetia Fund (SWZ) shares owned by Dynamic Advisors Solutions from 13F filings

Historical chart of Dynamic Advisors Solutions investment in Swiss Helvetia Fund

Tip: Access up to 7 years of quarterly data

All positions including Swiss Helvetia Fund held by Dynamic Advisors Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Swiss Helvetia Fund by Dynamic Advisors Solutions

Quarter filed Position value Share count Share price at filing
2024-03-31 $183k 23k 7.93
2023-12-31 $186k 23k 8.17
2023-09-30 $211k 28k 7.64
2023-06-30 $225k 27k 8.22
2023-03-31 $214k 27k 7.93
2022-12-31 $189k 25k 7.56
2022-09-30 $105k 15k 6.82
2022-06-30 $117k 15k 7.84
2022-03-31 $131k 14k 9.19
2021-12-31 $126k 13k 9.92
2021-09-30 $105k 11k 9.22
2021-06-30 $104k 11k 9.70