Back to SWZ
Noble Wealth Management PBC → SWZ
Noble Wealth Management PBC SWZ Position History
Total Return Securities, Inc. • Financial Services
Quarters held
5
Latest value
$222K
Q3 2026
Peak value
$634K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $330K |
| Q4 2025 | $634K |
| Q1 2026 | $411K |
| Q2 2026 | $255K |
| Q3 2026 | $222K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $222K | 38.9K | — | — |
| Q2 2026 | $255K | 42.9K | — | — |
| Q1 2026 | $411K | 69.4K | — | — |
| Q4 2025 | $634K | 101.9K | — | — |
| Q3 2025 | $330K | 54.2K | — | — |