$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
$5.96
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 | 1 | 2 | $17,879.87 | 3,000 | All Buys |
| Sells | 0 | 0 | - | - | ||
| 2 weeks | Buys | 1 | 3 | $41,679.87 | 7,000 | All Buys |
| Sells | 0 | 0 | - | - | ||
| 1 month | Buys | 1 | 3 | $41,679.87 | 7,000 | All Buys |
| Sells | 0 | 0 | - | - | ||
| 2 months | Buys | 2 | 14 | $247,535.22 | 41,430 | All Buys |
| Sells | 0 | 0 | - | - | ||
| 3 months | Buys | 3 | 27 | $742,936.32 | 123,872 | 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 5, 2026 | GOLDSTEIN PHILLIP Director | Purchase | 10,000 | $5.99 | $59,900.00 | View Details |
| Mar 6, 2026 | Dakos Andrew Director | Purchase | 12,500 | $5.97 | $74,625.00 | View Details |
| Mar 3, 2026 | GOLDSTEIN PHILLIP Director | Purchase | 5,000 | $6.01 | $30,050.00 | View Details |
| Mar 2, 2026 | Dakos Andrew Director | Purchase | 5,000 | $6.15 | $30,750.00 | View Details |
| Mar 2, 2026 | Dakos Andrew Director | Purchase | 9,918 | $5.95 | $59,012.10 | View Details |
| Feb 26, 2026 | Dakos Andrew Director | Purchase | 5,000 | $6.17 | $30,850.00 | View Details |
| Feb 27, 2026 | Dakos Andrew Director | Purchase | 2,000 | $6.20 | $12,400.00 | View Details |
44 more transactions available โ create a free account to see 12 months of history | ||||||
Showing 21โ27 of 27 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: