AGF Investments LLC’s Southwest Gas SWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-534
| Closed | -$37K | – | 501 |
|
|
2021
Q1 | $37K | Buy |
534
+63
| +13% | +$4.37K | ﹤0.01% | 342 |
|
|
2020
Q4 | $29K | Buy |
+471
| New | +$29K | ﹤0.01% | 360 |
|
|
2020
Q1 | – | Sell |
-11,146
| Closed | -$847K | – | 655 |
|
|
2019
Q4 | $847K | Buy |
11,146
+6,153
| +123% | +$468K | 0.16% | 266 |
|
|
2019
Q3 | $455K | Buy |
4,993
+1,503
| +43% | +$137K | 0.11% | 280 |
|
|
2019
Q2 | $313K | Buy |
+3,490
| New | +$313K | 0.07% | 285 |
|
|
2018
Q4 | – | Sell |
-118
| Closed | -$9K | – | 816 |
|
|
2018
Q3 | $9K | Sell |
118
-118
| -50% | -$9K | ﹤0.01% | 704 |
|
|
2018
Q2 | $18 | Buy |
236
+208
| +743% | +$16 | ﹤0.01% | 669 |
|
|
2018
Q1 | $2K | Sell |
28
-76
| -73% | -$5.43K | ﹤0.01% | 618 |
|
|
2017
Q4 | $8K | Sell |
104
-12
| -10% | -$923 | ﹤0.01% | 651 |
|
|
2017
Q3 | $9K | Hold |
116
| – | – | ﹤0.01% | 640 |
|
|
2017
Q2 | $9K | Sell |
116
-112
| -49% | -$8.69K | ﹤0.01% | 627 |
|
|
2017
Q1 | $19K | Buy |
+228
| New | +$19K | ﹤0.01% | 382 |
|