$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 | 8 | $125,438.87 | 21,000 | All Buys |
| Sells | 0 | 0 | - | - | ||
| 2 months | Buys | 2 | 13 | $199,830.96 | 33,267 | All Buys |
| Sells | 0 | 0 | - | - | ||
| 3 months | Buys | 3 | 22 | $426,844.22 | 71,430 | 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 |
|---|---|---|---|---|---|---|
| Mar 24, 2026 | Dakos Andrew Director | Purchase | 5,000 | $5.96 | $29,800.00 | View Details |
| Mar 18, 2026 | GOLDSTEIN PHILLIP Director | Purchase | 10,000 | $5.98 | $59,800.00 | View Details |
| Mar 12, 2026 | Dakos Andrew Director | Purchase | 3,324 | $6.00 | $19,944.00 | View Details |
53 more transactions available โ create a free account to see 12 months of history | ||||||
Showing 21โ23 of 23 transactions
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: