Alpha Windward’s Southwest Gas SWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-206
| Closed | -$16K | – | 454 |
|
|
2018
Q3 | $16K | Hold |
206
| – | – | 0.01% | 376 |
|
|
2018
Q2 | $16K | Buy |
+206
| New | +$16K | 0.01% | 368 |
|
|
2017
Q2 | – | Sell |
-6,286
| Closed | -$521K | – | 455 |
|
|
2017
Q1 | $521K | Sell |
6,286
-600
| -9% | -$49.7K | 0.34% | 44 |
|
|
2016
Q4 | $528K | Buy |
+6,886
| New | +$528K | 0.35% | 53 |
|
|
2014
Q2 | – | Sell |
-8,460
| Closed | -$452K | – | 436 |
|
|
2014
Q1 | $452K | Buy |
+8,460
| New | +$452K | 0.31% | 134 |
|