Historical shareholding details of Shaker Financial Services, LLC holdings in Swiss Helvetia Fund Inc (SWZ)

Monthly changes of Shaker Financial Services, LLC shareholding in Swiss Helvetia Fund Inc over the previous months

Month Name Total no. shares held Percent Holding
Mar 31, 2025 Shaker Financial Services, Llc 86,088 0.66%
Feb 28, 2025 Shaker Financial Services, Llc 252,561 1.94%
Jan 31, 2025 Shaker Financial Services, Llc 252,561 1.94%
Dec 31, 2024 Shaker Financial Services, Llc 252,561 1.94%
Dec 31, 2024 Shaker Financial Services, Llc 252,561 1.94%
Nov 30, 2024 Shaker Financial Services, Llc 269,107 2.07%
Oct 31, 2024 Shaker Financial Services, Llc 269,107 2.07%
Sep 30, 2024 Shaker Financial Services, Llc 327,809 2.52%
Sep 30, 2024 Shaker Financial Services, Llc 269,107 2.07%
Aug 31, 2024 Shaker Financial Services, Llc 274,765 2.12%
Jul 31, 2024 Shaker Financial Services, Llc 274,765 2.12%
Jun 30, 2024 Shaker Financial Services, Llc 323,974 2.49%
Jun 30, 2024 Shaker Financial Services, Llc 243,974 1.88%
May 31, 2024 Shaker Financial Services, Llc 243,302 1.87%
Apr 30, 2024 Shaker Financial Services, Llc 243,302 1.87%
Mar 31, 2024 Shaker Financial Services, Llc 292,378 2.25%
Mar 31, 2024 Shaker Financial Services, Llc 243,302 1.87%
Feb 29, 2024 Shaker Financial Services, Llc 243,302 1.84%
Jan 31, 2024 Shaker Financial Services, Llc 243,302 1.84%
Dec 31, 2023 Shaker Financial Services, Llc 288,658 2.22%
Dec 31, 2023 Shaker Financial Services, Llc 234,424 1.77%
Nov 30, 2023 Shaker Financial Services, Llc 234,424 1.77%
Oct 31, 2023 Shaker Financial Services, Llc 234,424 1.77%
Sep 30, 2023 Shaker Financial Services, Llc 284,676 2.15%
Sep 30, 2023 Shaker Financial Services, Llc 238,873 1.81%
Aug 31, 2023 Shaker Financial Services, Llc 238,873 1.81%
Jul 31, 2023 Shaker Financial Services, Llc 238,873 1.81%
Jun 30, 2023 Shaker Financial Services, Llc 289,157 2.19%
Jun 30, 2023 Shaker Financial Services, Llc 241,502 1.83%
May 31, 2023 Shaker Financial Services, Llc 241,502 1.83%
Mar 31, 2023 Shaker Financial Services, Llc 285,163 2.16%

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