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Sawyer & Company, Inc SWZ Position History
Total Return Securities, Inc. • Financial Services
Quarters held
5
Latest value
$175K
Q3 2026
Peak value
$204K
First seen
Q2 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q2 2025 | $172K |
| Q4 2025 | $157K |
| Q1 2026 | $204K |
| Q2 2026 | $172K |
| Q3 2026 | $175K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $175K | 2.0K | — | — |
| Q2 2026 | $172K | 2.2K | — | — |
| Q1 2026 | $204K | 2.2K | — | — |
| Q4 2025 | $157K | 2.4K | — | — |
| Q2 2025 | $172K | 2.2K | — | — |