Swiss Helvetia Fund Inc (SWZ)

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Stock chart

Ticker: SWZ Exchange: NYS

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• Purchase • Sale • Planned purchase • Planned sale Net purchase Net sale

Earnings

Value bought

Past 90 days

Value sold

Past 90 days

Net insiders buying

Past 90 days

Trades (buy and sell)

Past 90 days

Company data

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Abbreviations B: Buy, S: Sell, PP: Planned purchase, PS: Planned sale, O: Option / Other

Notification date	Transaction date	B/S Transaction type	Insider and/or position	Nb. shares Price Value	Number of shares	Price	Value
2022-03-04	2022-03-03	B Purchase	Dakos Andrew President and CEO Executive Director	1,000 +50.0% 8.82 USD 8,820	1,000 +50.0%	8.82	USD 8,820
2022-03-03	2022-03-02	B Purchase	HELLERMAN GERALD Non-Executive Director	498 +10.3% 8.84 USD 4,402	498 +10.3%	8.84	USD 4,402
2022-03-03	2022-03-02	B Purchase	HELLERMAN GERALD Non-Executive Director	235 +5.1% 8.85 USD 2,080	235 +5.1%	8.85	USD 2,080
2022-03-03	2022-03-02	B Purchase	HELLERMAN GERALD Non-Executive Director	267 +6.2% 8.87 USD 2,368	267 +6.2%	8.87	USD 2,368
2022-02-04	2022-02-03	B Purchase	Dakos Andrew President and CEO Executive Director	572 +40.1% 9.31 USD 5,325	572 +40.1%	9.31	USD 5,325
2022-02-04	2022-02-02	B Purchase	Dakos Andrew President and CEO Executive Director	428 +42.8% 9.38 USD 4,015	428 +42.8%	9.38	USD 4,015
2021-06-08	2021-06-04	S Sale	GOLDSTEIN PHILLIP Non-Executive Director	9,899 -35.5% 9.70 USD 96,020	9,899 -35.5%	9.70	USD 96,020
2021-06-08	2021-06-04	S Sale	GOLDSTEIN PHILLIP Non-Executive Director	67,059 -70.6% 9.48 USD 635,384	67,059 -70.6%	9.48	USD 635,384
2021-06-04	2021-06-03	S Sale	GOLDSTEIN PHILLIP Non-Executive Director	1,800 -1.9% 9.67 USD 17,406	1,800 -1.9%	9.67	USD 17,406
2021-06-04	2021-06-03	S Sale	GOLDSTEIN PHILLIP Non-Executive Director	194 -0.2% 9.68 USD 1,878	194 -0.2%	9.68	USD 1,878
2021-05-06	2021-05-05	S Sale	SELL MORITZ A Non-Executive Director	2,000 -60.1% 9.12 USD 18,240	2,000 -60.1%	9.12	USD 18,240
2020-10-02	2020-10-02	S Sale	SELL MORITZ A Non-Executive Director	2,000 -37.5% 8.37 USD 16,740	2,000 -37.5%	8.37	USD 16,740
2020-05-04	2020-04-30	B Purchase	GOLDSTEIN PHILLIP Non-Executive Director	500 +0.4% 7.37 USD 3,685	500 +0.4%	7.37	USD 3,685
2020-04-27	2020-04-23	B Purchase	GOLDSTEIN PHILLIP Non-Executive Director	5,000 +4.5% 7.35 USD 36,750	5,000 +4.5%	7.35	USD 36,750
2020-04-03	2020-04-03	B Purchase	HELLERMAN GERALD Non-Executive Director	1,000 +32.6% 6.90 USD 6,900	1,000 +32.6%	6.90	USD 6,900
2020-03-16	2020-03-16	B Purchase	SELL MORITZ A Non-Executive Director	1,017 +25.2% 6.13 USD 6,234	1,017 +25.2%	6.13	USD 6,234
2020-03-10	2020-03-09	B Purchase	SELL MORITZ A Non-Executive Director	2,000 +98.4% 7.67 USD 15,346	2,000 +98.4%	7.67	USD 15,346
2020-03-03	2020-02-28	B Purchase	Dakos Andrew President and CEO Executive Director	1,000 +1562.5% 7.75 USD 7,750	1,000 +1562.5%	7.75	USD 7,750
2020-03-02	2020-02-28	B Purchase	GOLDSTEIN PHILLIP Non-Executive Director	4,899 7.73 USD 37,869	4,899	7.73	USD 37,869
2020-03-02	2020-02-27	B Purchase	HELLERMAN GERALD Non-Executive Director	1,000 +48.6% 8.00 USD 8,000	1,000 +48.6%	8.00	USD 8,000
2020-03-02	2020-02-27	B Purchase	GOLDSTEIN PHILLIP Non-Executive Director	5,000 7.99 USD 39,950	5,000	7.99	USD 39,950
2020-02-26	2020-02-25	B Purchase	GOLDSTEIN PHILLIP Non-Executive Director	4,987 +5.2% 8.42 USD 41,991	4,987 +5.2%	8.42	USD 41,991
2020-02-26	2020-02-25	B Purchase	GOLDSTEIN PHILLIP Non-Executive Director	5,000 +5.5% 8.33 USD 41,650	5,000 +5.5%	8.33	USD 41,650
2020-02-26	2020-02-25	B Purchase	GOLDSTEIN PHILLIP Non-Executive Director	5,000 +5.9% 8.32 USD 41,600	5,000 +5.9%	8.32	USD 41,600
2020-02-26	2020-02-24	B Purchase	GOLDSTEIN PHILLIP Non-Executive Director	5,000 +6.2% 8.45 USD 42,250	5,000 +6.2%	8.45	USD 42,250
2020-02-26	2020-02-24	B Purchase	GOLDSTEIN PHILLIP Non-Executive Director	5,013 +6.7% 8.42 USD 42,209	5,013 +6.7%	8.42	USD 42,209
2020-01-08	2020-01-06	B Purchase	GOLDSTEIN PHILLIP Non-Executive Director	1,086 +1.5% 8.33 USD 9,046	1,086 +1.5%	8.33	USD 9,046
2019-12-23	2019-12-19	B Purchase	GOLDSTEIN PHILLIP Non-Executive Director	2,611 +3.6% 8.20 USD 21,410	2,611 +3.6%	8.20	USD 21,410
2019-12-19	2019-12-18	B Purchase	GOLDSTEIN PHILLIP Non-Executive Director	614 +0.9% 8.15 USD 5,004	614 +0.9%	8.15	USD 5,004
2019-12-19	2019-12-17	B Purchase	GOLDSTEIN PHILLIP Non-Executive Director	40,000 +128.9% 8.15 USD 326,000	40,000 +128.9%	8.15	USD 326,000
2019-12-03	2019-12-02	B Purchase	GOLDSTEIN PHILLIP Non-Executive Director	8,209 +36.0% 8.12 USD 66,657	8,209 +36.0%	8.12	USD 66,657
2019-12-03	2019-12-02	B Purchase	GOLDSTEIN PHILLIP Non-Executive Director	10,000 +78.0% 8.10 USD 81,000	10,000 +78.0%	8.10	USD 81,000
2019-12-03	2019-12-02	B Purchase	GOLDSTEIN PHILLIP Non-Executive Director	10,000 +353.6% 8.09 USD 80,900	10,000 +353.6%	8.09	USD 80,900
2019-12-03	2019-11-29	B Purchase	GOLDSTEIN PHILLIP Non-Executive Director	1,791 +172.7% 8.12 USD 14,543	1,791 +172.7%	8.12	USD 14,543
2019-10-09	2019-10-08	B Purchase	HELLERMAN GERALD	1,000 +96.1% 7.93 USD 7,930	1,000 +96.1%	7.93	USD 7,930
2019-08-07	2019-08-05	B Purchase	SELL MORITZ A Non-Executive Director	1,875 +1500.0% 7.87 USD 14,764	1,875 +1500.0%	7.87	USD 14,764
2019-08-02	2019-08-02	B Purchase	HELLERMAN GERALD Non-Executive Director	1,000 +2439.0% 8.00 USD 8,000	1,000 +2439.0%	8.00	USD 8,000
2018-02-21	2018-02-20	B Purchase	Dakos Andrew Non-Executive Director	5,700 +0.4% 12.74 USD 72,608	5,700 +0.4%	12.74	USD 72,608
2018-02-21	2018-02-16	B Purchase	Dakos Andrew Non-Executive Director	500 +171.2% 12.84 USD 6,422	500 +171.2%	12.84	USD 6,422
2018-02-14	2018-02-13	B Purchase	Dakos Andrew Non-Executive Director	7,400 +0.6% 12.35 USD 91,390	7,400 +0.6%	12.35	USD 91,390
2018-02-14	2018-02-12	B Purchase	Dakos Andrew Non-Executive Director	3,800 +0.3% 12.35 USD 46,943	3,800 +0.3%	12.35	USD 46,943
2018-02-07	2018-02-05	B Purchase	Dakos Andrew Non-Executive Director	6,442 +0.5% 12.88 USD 82,970	6,442 +0.5%	12.88	USD 82,970
2018-02-05	2018-02-01	B Purchase	Dakos Andrew Non-Executive Director	1,353 +0.1% 13.40 USD 18,129	1,353 +0.1%	13.40	USD 18,129
2018-02-01	2018-01-30	B Purchase	Dakos Andrew Non-Executive Director	5,042 +0.4% 13.45 USD 67,820	5,042 +0.4%	13.45	USD 67,820
2018-01-23	2018-01-19	B Purchase	Dakos Andrew Non-Executive Director	16,103 +1.2% 13.15 USD 211,790	16,103 +1.2%	13.15	USD 211,790
2018-01-12	2018-01-10	B Purchase	Dakos Andrew Non-Executive Director	292 +inf% 12.92 USD 3,773	292 +inf%	12.92	USD 3,773
2018-01-10	2018-01-09	B Purchase	Dakos Andrew Non-Executive Director	8,230 +0.6% 12.93 USD 106,373	8,230 +0.6%	12.93	USD 106,373
2018-01-10	2018-01-08	B Purchase	Dakos Andrew Non-Executive Director	1,752 +0.1% 12.94 USD 22,662	1,752 +0.1%	12.94	USD 22,662
2018-01-05	2018-01-04	B Purchase	Dakos Andrew Non-Executive Director	5,533 +0.4% 12.87 USD 71,235	5,533 +0.4%	12.87	USD 71,235
2018-01-05	2018-01-03	B Purchase	Dakos Andrew Non-Executive Director	3,950 +0.3% 12.79 USD 50,532	3,950 +0.3%	12.79	USD 50,532
2018-01-03	2017-12-29	B Purchase	Dakos Andrew Non-Executive Director	1,332 +0.1% 12.74 USD 16,968	1,332 +0.1%	12.74	USD 16,968
2017-12-29	2017-12-28	B Purchase	Dakos Andrew	14,036 +1.1% 12.66 USD 177,672	14,036 +1.1%	12.66	USD 177,672
2017-12-29	2017-12-27	B Purchase	Dakos Andrew	19,600 +1.6% 12.63 USD 247,548	19,600 +1.6%	12.63	USD 247,548
2017-12-26	2017-12-21	B Purchase	Dakos Andrew	7,235 +0.6% 12.57 USD 90,935	7,235 +0.6%	12.57	USD 90,935
2017-12-21	2017-12-20	B Purchase	Dakos Andrew	3,163 +0.3% 12.41 USD 39,253	3,163 +0.3%	12.41	USD 39,253
2017-12-21	2017-12-19	B Purchase	Dakos Andrew	3,300 +0.3% 12.55 USD 41,428	3,300 +0.3%	12.55	USD 41,428
2017-12-01	2017-11-30	B Purchase	Dakos Andrew	2,873 +0.2% 12.70 USD 36,485	2,873 +0.2%	12.70	USD 36,485
2017-12-01	2017-11-29	B Purchase	Dakos Andrew	2,283 +0.2% 12.66 USD 28,896	2,283 +0.2%	12.66	USD 28,896
2017-11-24	2017-11-21	B Purchase	Dakos Andrew	13,060 +1.1% 12.60 USD 164,492	13,060 +1.1%	12.60	USD 164,492
2017-11-17	2017-11-15	B Purchase	Dakos Andrew	1,394 +0.1% 12.34 USD 17,206	1,394 +0.1%	12.34	USD 17,206
2017-06-09	2017-06-07	B Purchase	Ricciardi Fred J	4,000 +inf% 12.60 USD 50,405	4,000 +inf%	12.60	USD 50,405
2017-04-19	2017-03-10	S Sale	Boillat Jean-Marc	3,000 -100.0% 11.07 USD 33,197	3,000 -100.0%	11.07	USD 33,197
2017-01-03	2016-12-30	B Purchase	Calhoun Joseph S III	250 +83.3% 10.21 USD 2,553	250 +83.3%	10.21	USD 2,553
2017-01-03	2016-12-09	B Purchase	Calhoun Joseph S III	300 +inf% 10.03 USD 3,009	300 +inf%	10.03	USD 3,009
2015-11-19	2015-11-18	B Purchase	Berris Brian A Non-Executive Director	5,000 +100.0% 10.88 USD 54,412	5,000 +100.0%	10.88	USD 54,412
2014-09-05	2014-09-04	B Purchase	Mandel Alan M. Treas. & Princ. Fin. Officer Officer	200 +25.0% 14.22 USD 2,844	200 +25.0%	14.22	USD 2,844
2014-09-05	2014-09-04	B Purchase	Mandel Alan M. Treas. & Princ. Fin. Officer Officer	200 +33.3% 14.22 USD 2,844	200 +33.3%	14.22	USD 2,844
2014-09-05	2014-09-04	B Purchase	Mandel Alan M. Treas. & Princ. Fin. Officer Officer	600 +inf% 14.21 USD 8,525	600 +inf%	14.21	USD 8,525
2

Swiss Helvetia Fund Inc (SWZ)

Track Share on 𝕏

Stock chart

Earnings

Value bought

Value sold

Net insiders buying

Trades (buy and sell)

Transactions

Insider

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