$SWZ
Swiss Helvetia Fund is a non-diversified, closed-end investment company whose objective is to seek long-term capital appreciation through investment in equity and equity-linked securities of Swiss companies. The Fund also may acquire and hold equity and equity-linked securities of non-Swiss companies in limited instances.
Financial Services
Sector
Asset Management
Industry
Frederick Skillin
CEO
$5.97
Current Price
$78.59M
Market Cap
Insider Activity Statistics
Aggregated buying and selling activity by time period
| Period | Type | Insiders | Transactions | Value | Shares | Buy/Sell Ratio |
|---|---|---|---|---|---|---|
| 1 week | Buys | 0 | 0 | - | - | - |
| Sells | 0 | 0 | - | - | ||
| 2 weeks | Buys | 0 | 0 | - | - | - |
| Sells | 0 | 0 | - | - | ||
| 1 month | Buys | 2 | 3 | $36,120.70 | 6,066 | All Buys |
| Sells | 0 | 0 | - | - | ||
| 2 months | Buys | 2 | 8 | $65,580.70 | 11,066 | All Buys |
| Sells | 0 | 0 | - | - | ||
| 3 months | Buys | 4 | 13 | $154,918.67 | 26,137 | All Buys |
| Sells | 0 | 0 | - | - | ||
See activity going back 12 months โ create a free account | ||||||
Insider Transactions
Recent purchases and sales by company insiders
| Date | Insider | Type | Shares | Price | Value | Actions |
|---|---|---|---|---|---|---|
| Aug 31, 2026 | SELL MORITZ A Director | Purchase | 3,000 | $5.98 | $17,940.00 | View Details |
| Aug 21, 2026 | Das Rajeev P Secretary | Purchase | 1,700 | $5.93 | $10,080.32 | View Details |
| Aug 24, 2026 | Das Rajeev P Secretary | Purchase | 1,366 | $5.93 | $8,100.38 | View Details |
| Aug 10, 2026 | SELL MORITZ A Director | Purchase | 1,000 | $5.91 | $5,910.00 | View Details |
| Jul 22, 2026 | SELL MORITZ A Director | Purchase | 517 | $5.90 | $3,050.30 | View Details |
| Jul 23, 2026 | SELL MORITZ A Director | Purchase | 2,000 | $5.86 | $11,720.00 | View Details |
| Jul 20, 2026 | SELL MORITZ A Director | Purchase | 1,000 | $5.93 | $5,930.00 | View Details |
| Jul 21, 2026 | SELL MORITZ A Director | Purchase | 483 | $5.90 | $2,849.70 | View Details |
| Jul 6, 2026 | GOLDSTEIN PHILLIP Director | Purchase | 5,980 | $5.95 | $35,581.00 | View Details |
| Jul 2, 2026 | Dakos Andrew Director | Purchase | 4,767 | $5.92 | $28,222.07 | View Details |
| Jul 2, 2026 | Dakos Andrew Director | Purchase | 233 | $5.92 | $1,379.36 | View Details |
| Jun 26, 2026 | SELL MORITZ A Director | Purchase | 2,091 | $5.88 | $12,305.53 | View Details |
| Jun 29, 2026 | SELL MORITZ A Director | Purchase | 2,000 | $5.92 | $11,850.00 | View Details |
| Jun 17, 2026 | SELL MORITZ A Director | Purchase | 147 | $5.91 | $868.77 | View Details |
| Jun 18, 2026 | SELL MORITZ A Director | Purchase | 1,853 | $5.91 | $10,951.23 | View Details |
77 more transactions available โ create a free account to see 12 months of history | ||||||
Upcoming Earnings
Scheduled earnings reports
No upcoming earnings scheduled
Past Earnings
Historical earnings results
No past earnings data available
Related Activity
Cross-company insider connections and cluster buy signals
Cluster Buy Signals
$SWZ appeared in 2 cluster buy signals:
Insiders Also Active At
Insiders at this company also hold positions or have traded at these companies: