Back to SWZ
Uncommon Cents Investing Inc → SWZ
Uncommon Cents Investing Inc SWZ Position History
Total Return Securities, Inc. • Financial Services
Quarters held
4
Latest value
$474K
Q3 2026
Peak value
$771K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $771K |
| Q1 2026 | $500K |
| Q2 2026 | $505K |
| Q3 2026 | $474K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $474K | 83.2K | — | — |
| Q2 2026 | $505K | 85.0K | — | — |
| Q1 2026 | $500K | 84.4K | — | — |
| Q4 2025 | $771K | 124.0K | — | — |