SELL MORITZ A

Track

Insider profile

Performance

Overall performance
3.0
Performance over holding periods
4.2
30 days 90 days 120 days
Average return 2% 8.2% 15.1%
Success rate 56% 68% 82%
Transactions
49 92% Buy
34 71% Buy
47 69% Buy
Ranking by holding-period performance
Performance for realised trades
4.4
Average return 18%
Success rate 73%
Average holding period 220
Transactions 28
Ranking by realised performance
SELL MORITZ A's trades of Swiss Helvetia Fund Inc's stock


• Purchase • Sale • Planned purchase • Planned sale Net purchase Net sale Buy signal Sell signal Earnings
Abbreviations B: Buy, S: Sell, PP: Planned purchase, PlS: Planned sale, PrS: Proposed sale, O: Option / Other
Transaction date
Purchase
Price
6.50
Quantity 1,624 +42.5%
Value US$10,556
Transaction date
Purchase
Price
7.80
Quantity 1,000 +11.5%
Value US$7,800
Transaction date
Sale
Price
9.12
Quantity 2,000 -60.1%
Value US$18,240
Notification date Transaction date Company B/S Transaction type Nb. shares
Price
Value 		Number of shares Price Value Details
2026-09-30 2026-09-28
B Purchase
43,504 -22.7%
187.41
US$1,653,647 		43,504 -22.7% 187.41 US$1,653,647
2026-09-01 2026-08-31
B Purchase
47,811 -21.6%
312.84
US$575,926 		47,811 -21.6% 312.84 US$575,926
2026-08-12 2026-08-10
B Purchase
2,333 +17.3%
390.84
US$2,430,781 		2,333 +17.3% 390.84 US$2,430,781
2026-07-24 2026-07-23
B Purchase
2,000 +9.0%
5.86
US$11,720 		2,000 +9.0% 5.86 US$11,720
2026-07-24 2026-07-22
B Purchase
517 +2.4%
5.90
US$3,050 		517 +2.4% 5.90 US$3,050
2026-07-22 2026-07-21
B Purchase
483 +2.3%
5.90
US$2,850 		483 +2.3% 5.90 US$2,850
2026-07-22 2026-07-20
B Purchase
1,000 +4.9%
5.93
US$5,930 		1,000 +4.9% 5.93 US$5,930
2026-06-30 2026-06-29
B Purchase
2,000 +11.0%
5.93
US$11,850 		2,000 +11.0% 5.93 US$11,850
2026-06-30 2026-06-26
B Purchase
2,091 +12.9%
5.89
US$12,306 		2,091 +12.9% 5.89 US$12,306
2026-06-22 2026-06-18
B Purchase
1,853 +13.0%
5.91
US$10,951 		1,853 +13.0% 5.91 US$10,951
2026-06-22 2026-06-18
B Purchase
1,853 +13.0%
5.91
US$10,951 		1,853 +13.0% 5.91 US$10,951
2026-06-22 2026-06-17
B Purchase
147 +1.0%
5.91
US$869 		147 +1.0% 5.91 US$869
2026-06-22 2026-06-17
B Purchase
147 +1.0%
5.91
US$869 		147 +1.0% 5.91 US$869
2026-06-17 2026-06-16
B Purchase
2,000 +16.5%
5.96
US$11,920 		2,000 +16.5% 5.96 US$11,920
2026-06-17 2026-06-15
B Purchase
155 +1.3%
5.95
US$922 		155 +1.3% 5.95 US$922
2026-06-01 2026-05-29
B Purchase
1,000 +9.1%
6.01
US$6,010 		1,000 +9.1% 6.01 US$6,010
2026-04-27 2026-04-24
B Purchase
1,002 +10.0%
6.07
US$6,077 		1,002 +10.0% 6.07 US$6,077
2026-02-04 2026-02-03
B Purchase
1,000 +11.1%
5.96
US$5,960 		1,000 +11.1% 5.96 US$5,960
2026-02-04 2026-02-03
B Purchase
1,000 +11.1%
5.96
US$5,960 		1,000 +11.1% 5.96 US$5,960
2026-02-04 2026-02-02
B Purchase
1,120 +14.2%
5.98
US$6,698 		1,120 +14.2% 5.98 US$6,698
2025-10-29 2025-10-27
B Purchase
1,000 +29.4%
6.06
US$6,055 		1,000 +29.4% 6.06 US$6,055
2025-07-03 2025-07-02
B Purchase
2,000 +200.0%
4.50
US$9,000 		2,000 +200.0% 4.50 US$9,000
2025-07-02 2025-06-30
B Purchase
500 +126.3%
15.90
US$7,950 		500 +126.3% 15.90 US$7,950
2025-07-01 2025-06-30
B Purchase
1,815 +114.5%
6.34
US$11,507 		1,815 +114.5% 6.34 US$11,507
2025-04-10 2025-04-09
B Purchase
789 +7.2%
5.95
US$4,695 		789 +7.2% 5.95 US$4,695
2025-04-08 2025-04-07
B Purchase
487 +4.6%
5.90
US$2,873 		487 +4.6% 5.90 US$2,873
2025-04-08 2025-04-07
B Purchase
2,000 +23.4%
5.91
US$11,820 		2,000 +23.4% 5.91 US$11,820
2025-04-08 2025-04-07
B Purchase
2,000 +30.6%
6.06
US$12,111 		2,000 +30.6% 6.06 US$12,111
2025-04-08 2025-04-04
B Purchase
1,000 +18.0%
6.30
US$6,300 		1,000 +18.0% 6.30 US$6,300
2025-04-08 2025-04-04
B Purchase
100 +1.8%
6.29
US$629 		100 +1.8% 6.29 US$629
2025-01-10 2025-01-08
B Purchase
1,624 +42.5%
6.50
US$10,556 		1,624 +42.5% 6.50 US$10,556
2023-05-08 2023-05-04
B Purchase
1,000 +5.9%
6.17
US$6,170 		1,000 +5.9% 6.17 US$6,170
2023-04-17 2023-04-17
B Purchase
1,000 +6.3%
6.55
US$6,550 		1,000 +6.3% 6.55 US$6,550
2023-04-17 2023-04-14
B Purchase
500 +3.3%
6.60
US$3,300 		500 +3.3% 6.60 US$3,300
2023-04-17 2023-04-13
B Purchase
2,000 +15.0%
6.59
US$13,182 		2,000 +15.0% 6.59 US$13,182
2022-12-29 2022-12-27
B Purchase
1,000 +8.2%
6.46
US$6,460 		1,000 +8.2% 6.46 US$6,460
2022-12-29 2022-12-27
B Purchase
1,064 +9.5%
6.49
US$6,905 		1,064 +9.5% 6.49 US$6,905
2022-09-27 2022-09-26
B Purchase
1,000 +9.9%
6.66
US$6,660 		1,000 +9.9% 6.66 US$6,660
2022-07-15 2022-07-14
S Sale
2,520 -71.6%
2.72
US$6,858 		2,520 -71.6% 2.72 US$6,858
2022-07-15 2022-07-14
B Purchase
1,000 +inf%
5.33
US$5,330 		1,000 +inf% 5.33 US$5,330
2022-01-26 2022-01-24
B Purchase
1,000 +11.5%
7.80
US$7,800 		1,000 +11.5% 7.80 US$7,800
2022-01-26 2022-01-24
B Purchase
347 +4.2%
8.01
US$2,779 		347 +4.2% 8.01 US$2,779
2022-01-03 2021-12-30
S Sale
1,000 -100.0%
7.40
US$7,400 		1,000 -100.0% 7.40 US$7,400
2021-05-06 2021-05-05
S Sale
2,000 -60.1%
9.12
US$18,240 		2,000 -60.1% 9.12 US$18,240
2020-10-09 2020-10-07
S Sale
2,000 -78.1%
8.30
US$16,600 		2,000 -78.1% 8.30 US$16,600