North Star Investment Management Corp.
Holdings in SWZ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $5,915 | 951 | Shares | Sole | 2026-01-30 |
| 2025-09-30 | $5,782 | 951 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $6,029 | 951 | Shares | Sole | 2025-07-15 |
| 2025-03-31 | $8,768 | 951 | Shares | Sole | 2025-04-17 |
| 2024-12-31 | $7,122 | 951 | Shares | Sole | 2025-02-10 |
| 2024-09-30 | $8,511 | 951 | Shares | Sole | 2024-10-30 |
| 2024-06-30 | $7,674 | 951 | Shares | Sole | 2024-08-06 |
| 2024-03-31 | $7,541 | 951 | Shares | Sole | 2024-04-30 |
| 2023-12-31 | $7,798 | 951 | Shares | Sole | 2024-01-10 |
| 2023-09-30 | $11,062 | 1,448 | Shares | Sole | 2023-11-06 |
| 2023-06-30 | $11,902 | 1,448 | Shares | Sole | 2023-08-02 |
| 2023-03-31 | $11,482 | 1,448 | Shares | Sole | 2023-04-27 |
| 2022-12-31 | $10,946 | 1,448 | Shares | Sole | 2023-01-11 |
| 2022-09-30 | $9,831 | 1,448 | Shares | Sole | 2022-11-02 |
| 2022-06-30 | $11,381 | 1,448 | Shares | Sole | 2022-07-19 |
| 2022-03-31 | $13,350 | 1,448 | Shares | Sole | 2022-05-03 |
| 2021-12-31 | $14,393 | 1,448 | Shares | Sole | 2022-02-07 |
| 2021-09-30 | $13,292 | 1,448 | Shares | Sole | 2021-10-20 |
| 2021-06-30 | $14,089 | 1,448 | Shares | Sole | 2021-07-13 |
| 2021-03-31 | $12,727 | 1,448 | Shares | Sole | 2021-04-19 |
| 2020-12-31 | $12,945 | 1,448 | Shares | Sole | 2021-01-12 |
| 2020-09-30 | $11,989 | 1,448 | Shares | Sole | 2020-10-13 |
| 2020-06-30 | $11,352 | 1,448 | Shares | Sole | 2020-07-16 |
| 2020-03-31 | $10,063 | 1,448 | Shares | Sole | 2020-04-23 |