Swiss Helvetia Fund, Inc. - SWZ

  1. All Sectors
  2. Unknown
  3. Unknown
  4. Unknown
Latest data: 4/2/2026 10:07:19 PM
EDGAR CIK 0000813623

Buy Breakdown

Total $245,600

Sell Breakdown

Total $0

Monthly Totals

Transaction Filed Name Type Shares @ Price Value Balance change Ownership
03/18/2026
03/19/2026
Goldstein Phillip
Secretary
Officer Director Other owner
Buy
10,000 @ $5.98
$59,800.00
 113,234 (9.69%) Direct
03/05/2026
03/09/2026
Goldstein Phillip
Secretary
Officer Director Other owner
Buy
10,000 @ $5.99
$59,900.00
 103,234 (10.73%) Direct
03/03/2026
03/05/2026
Goldstein Phillip
Secretary
Officer Director Other owner
Buy
5,000 @ $6.01
$30,050.00
 93,234 (5.67%) Direct
02/04/2026
02/05/2026
Dakos Andrew
President and CEO
CEO Director
Buy
6,000 @ $6.03
$36,180.00
 39,453 (17.94%) Direct
02/03/2026
02/05/2026
Dakos Andrew
President and CEO
CEO Director
Buy
10,000 @ $5.97
$59,670.00
 33,453 (42.64%) Direct