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CX Institutional SWZ Position History
Total Return Securities, Inc. • Financial Services
Quarters held
5
Latest value
$90K
Q3 2026
Peak value
$96K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $69K |
| Q4 2025 | $77K |
| Q1 2026 | $96K |
| Q2 2026 | $82K |
| Q3 2026 | $90K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $90K | 1.1K | — | — |
| Q2 2026 | $82K | 1.1K | — | — |
| Q1 2026 | $96K | 1.1K | — | — |
| Q4 2025 | $77K | 1.2K | — | — |
| Q3 2025 | $69K | 1.2K | — | — |