Aigen Investment 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
Q2 | – | Sell |
-3,213
| Closed | -$201K | – | 954 |
|
2023
Q1 | $201K | Buy |
+3,213
| New | +$201K | 0.03% | 529 |
|
2021
Q3 | – | Sell |
-4,533
| Closed | -$300K | – | 650 |
|
2021
Q2 | $300K | Sell |
4,533
-1,756
| -28% | -$116K | 0.05% | 335 |
|
2021
Q1 | $432K | Sell |
6,289
-2,878
| -31% | -$198K | 0.06% | 321 |
|
2020
Q4 | $557K | Sell |
9,167
-8,454
| -48% | -$514K | 0.07% | 354 |
|
2020
Q3 | $1.11M | Buy |
+17,621
| New | +$1.11M | 0.14% | 230 |
|
2020
Q1 | – | Sell |
-37,162
| Closed | -$2.82M | – | 1553 |
|
2019
Q4 | $2.82M | Buy |
+37,162
| New | +$2.82M | 0.47% | 42 |
|