swiss helvetia fd - SWZ

SWZ

Close Chg Chg %
5.95 -0.01 -0.08%

Open Market

5.95

-0.01 (0.08%)

Volume: 20.56K

Last Updated:

Sep 9, 2026, 2:01 PM EDT

Company Overview: swiss helvetia fd - SWZ

SWZ Key Data

Open

$5.97

Day Range

5.95 - 5.97

52 Week Range

5.84 - 6.31

Market Cap

$77.71M

Shares Outstanding

12.97M

Public Float

12.65M

Beta

0.76

Rev. Per Employee

N/A

P/E Ratio

11.66

EPS

N/A

Yield

244.63%

Dividend

$3.00

EX-DIVIDEND DATE

Apr 15, 2025

SHORT INTEREST

N/A

AVERAGE VOLUME

27.23K

 

SWZ Performance

1 Week
 
-0.50%
 
1 Month
 
-0.17%
 
3 Months
 
0.51%
 
1 Year
 
-3.09%
 
5 Years
 
-39.18%
 

SWZ Analyst Ratings

  • Sell
  • Under
  • Hold
  • Over
  • Buy
Number of Ratings
Full Ratings ➔

Insider Actions for Swiss Helvetia Fd - SWZ

Date Name Shares Transaction Value
Aug 13, 2026 Moritz A. Sell Director 25,246 Open market or private purchase of non-derivative security Non-derivative transaction at $5.91 per share 149,203.86
Apr 21, 2026 Andrew Dakos President and CEO; Director 100,000 Open market or private purchase of non-derivative security Non-derivative transaction at $6.06 per share 606,000.00
Apr 21, 2026 Andrew Dakos President and CEO; Director 103,000 Open market or private purchase of non-derivative security Non-derivative transaction at $6.05 per share 623,150.00
Apr 21, 2026 Andrew Dakos President and CEO; Director 40,000 Open market or private purchase of non-derivative security Non-derivative transaction at $6.04 per share 241,600.00
Apr 21, 2026 Andrew Dakos President and CEO; Director 106,000 Open market or private purchase of non-derivative security Non-derivative transaction at $6.09 per share 645,540.00
Mar 10, 2026 Phillip Franklin Goldstein Secretary; Director 103,234 Open market or private purchase of non-derivative security Non-derivative transaction at $5.99 per share 618,371.66
Mar 6, 2026 Phillip Franklin Goldstein Secretary; Director 88,234 Small acquisition under Rule 16a-6 Non-derivative transaction at $6.16 per share 543,521.44
Mar 6, 2026 Phillip Franklin Goldstein Secretary; Director 93,234 Open market or private purchase of non-derivative security Non-derivative transaction at $6.01 per share 560,336.34
Jan 1, 2026 CSS LLC 1,705,167 Open market or private sale of non-derivative or derivative security Non-derivative transaction at $6.25 per share 10,657,293.75
Jan 1, 2026 CSS LLC 1,702,167 Open market or private sale of non-derivative or derivative security Non-derivative transaction at $6.26 per share 10,655,565.42
Jan 1, 2026 CSS LLC 1,699,167 Open market or private sale of non-derivative or derivative security Non-derivative transaction at $6.27 per share 10,653,777.09
Jan 1, 2026 CSS LLC 1,694,267 Open market or private sale of non-derivative or derivative security Non-derivative transaction at $6.24 per share 10,572,226.08
Jan 1, 2026 CSS LLC 1,687,267 Open market or private sale of non-derivative or derivative security Non-derivative transaction at $6.25 per share 10,545,418.75
Jan 1, 2026 CSS LLC 1,687,167 Open market or private sale of non-derivative or derivative security Non-derivative transaction at $6.26 per share 10,561,665.42
Jan 1, 2026 CSS LLC 1,686,971 Open market or private sale of non-derivative or derivative security Non-derivative transaction at $6.27 per share 10,577,308.17

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