Back to SWZ
Asset Planning,Inc SWZ Position History
Total Return Securities, Inc. • Financial Services
Quarters held
4
Latest value
$49K
Q3 2026
Peak value
$52K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $37K |
| Q1 2026 | $52K |
| Q2 2026 | $44K |
| Q3 2026 | $49K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $49K | 569 | — | — |
| Q2 2026 | $44K | 569 | — | — |
| Q1 2026 | $52K | 569 | — | — |
| Q4 2025 | $37K | 569 | — | — |