Back to SWZ
Integris Wealth Management, LLC → SWZ
Integris Wealth Management, LLC SWZ Position History
Total Return Securities, Inc. • Financial Services
Quarters held
5
Latest value
$57K
Q3 2026
Peak value
$75K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $73K |
| Q4 2025 | $75K |
| Q1 2026 | $60K |
| Q2 2026 | $60K |
| Q3 2026 | $57K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $57K | 10.1K | — | — |
| Q2 2026 | $60K | 10.1K | — | — |
| Q1 2026 | $60K | 10.1K | — | — |
| Q4 2025 | $75K | 12.0K | — | — |
| Q3 2025 | $73K | 12.0K | — | — |