Advisory Services Network’s Southwest Gas SWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-474
| Closed | -$30K | – | 3428 |
|
|
2023
Q4 | $30K | Buy |
+474
| New | +$30K | ﹤0.01% | 2298 |
|
|
2023
Q2 | – | Sell |
-304
| Closed | -$19K | – | 3431 |
|
|
2023
Q1 | $19K | Buy |
304
+14
| +5% | +$874 | ﹤0.01% | 2570 |
|
|
2022
Q4 | $17.9K | Buy |
+290
| New | +$17.9K | ﹤0.01% | 2561 |
|
|
2021
Q1 | – | Sell |
-7,269
| Closed | -$442K | – | 2968 |
|
|
2020
Q4 | $442K | Buy |
7,269
+7,129
| +5,092% | +$433K | 0.02% | 790 |
|
|
2020
Q3 | $9K | Buy |
+140
| New | +$9K | ﹤0.01% | 2515 |
|
|
2020
Q1 | – | Sell |
-162
| Closed | -$13K | – | 3283 |
|
|
2019
Q4 | $13K | Buy |
162
+12
| +8% | +$963 | ﹤0.01% | 2240 |
|
|
2019
Q3 | $13K | Hold |
150
| – | – | ﹤0.01% | 2056 |
|
|
2019
Q2 | $13K | Sell |
150
-83
| -36% | -$7.19K | ﹤0.01% | 2054 |
|
|
2019
Q1 | $19K | Buy |
233
+70
| +43% | +$5.71K | ﹤0.01% | 1639 |
|
|
2018
Q4 | $12K | Buy |
163
+71
| +77% | +$5.23K | ﹤0.01% | 1706 |
|
|
2018
Q3 | $7K | Sell |
92
-28
| -23% | -$2.13K | ﹤0.01% | 1944 |
|
|
2018
Q2 | $9K | Buy |
120
+79
| +193% | +$5.93K | ﹤0.01% | 1837 |
|
|
2018
Q1 | $3K | Sell |
41
-4
| -9% | -$293 | ﹤0.01% | 2317 |
|
|
2017
Q4 | $4K | Hold |
45
| – | – | ﹤0.01% | 2218 |
|
|
2017
Q3 | $3K | Hold |
45
| – | – | ﹤0.01% | 2083 |
|
|
2017
Q2 | $3K | Buy |
45
+33
| +275% | +$2.2K | ﹤0.01% | 2028 |
|
|
2017
Q1 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 2125 |
|