$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
$5.88
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 | 1 | 4 | $23,550.00 | 4,000 | All Buys |
| Sells | 0 | 0 | - | - | ||
| 1 month | Buys | 3 | 7 | $88,732.43 | 14,980 | All Buys |
| Sells | 0 | 0 | - | - | ||
| 2 months | Buys | 3 | 13 | $137,550.22 | 23,226 | All Buys |
| Sells | 0 | 0 | - | - | ||
| 3 months | Buys | 3 | 21 | $262,989.09 | 44,226 | 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 |
|---|---|---|---|---|---|---|
| Jul 23, 2026 | SELL MORITZ A Director | Purchase | 2,000 | $5.86 | $11,720.00 | View Details |
| Jul 22, 2026 | SELL MORITZ A Director | Purchase | 517 | $5.90 | $3,050.30 | 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 18, 2026 | SELL MORITZ A Director | Purchase | 1,853 | $5.91 | $10,951.23 | View Details |
| Jun 17, 2026 | SELL MORITZ A Director | Purchase | 147 | $5.91 | $868.77 | View Details |
| Jun 15, 2026 | SELL MORITZ A Director | Purchase | 155 | $5.95 | $922.25 | View Details |
| Jun 16, 2026 | SELL MORITZ A Director | Purchase | 2,000 | $5.96 | $11,920.00 | View Details |
| May 29, 2026 | SELL MORITZ A Director | Purchase | 1,000 | $6.01 | $6,010.00 | View Details |
| May 27, 2026 | Dakos Andrew Director | Purchase | 4,500 | $5.97 | $26,865.00 | View Details |
| May 28, 2026 | Dakos Andrew Director | Purchase | 100 | $5.98 | $598.00 | View Details |
| May 27, 2026 | Dakos Andrew Director | Purchase | 3,000 | $5.98 | $17,940.00 | View Details |
| May 28, 2026 | Dakos Andrew Director | Purchase | 5,400 | $5.99 | $32,346.00 | View Details |
| May 18, 2026 | Dakos Andrew Director | Purchase | 4,000 | $5.95 | $23,800.00 | View Details |
| May 19, 2026 | Dakos Andrew Director | Purchase | 13 | $5.95 | $77.35 | View Details |
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: