AGF Management’s Southwest Gas SWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-47,626
| Closed | -$2.88M | – | 792 |
|
|
2023
Q3 | $2.88M | Sell |
47,626
-12,926
| -21% | -$781K | 0.02% | 400 |
|
|
2023
Q2 | $3.85M | Buy |
60,552
+6,702
| +12% | +$427K | 0.03% | 300 |
|
|
2023
Q1 | $3.36M | Buy |
53,850
+3,170
| +6% | +$198K | 0.02% | 379 |
|
|
2022
Q4 | $3.14M | Buy |
+50,680
| New | +$3.14M | 0.02% | 439 |
|