American Portfolios Advisors’s Southwest Gas SWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $26.9K | Sell |
386
-2,201
| -85% | -$154K | ﹤0.01% | 2034 |
|
|
2022
Q2 | $225K | Buy |
2,587
+1
| +0% | +$87 | 0.01% | 991 |
|
|
2022
Q1 | $202K | Buy |
2,586
+200
| +8% | +$15.7K | 0.01% | 1154 |
|
|
2021
Q4 | $167K | Hold |
2,386
| – | – | 0.01% | 1248 |
|
|
2021
Q3 | $160K | Hold |
2,386
| – | – | 0.01% | 1228 |
|
|
2021
Q2 | $158K | Hold |
2,386
| – | – | 0.01% | 1222 |
|
|
2021
Q1 | $164K | Hold |
2,386
| – | – | 0.01% | 1110 |
|
|
2020
Q4 | $145K | Buy |
2,386
+10
| +0.4% | +$608 | 0.01% | 1009 |
|
|
2020
Q3 | $150K | Hold |
2,376
| – | – | 0.01% | 917 |
|
|
2020
Q2 | $164K | Hold |
2,376
| – | – | 0.01% | 807 |
|
|
2020
Q1 | $165K | Hold |
2,376
| – | – | 0.01% | 710 |
|
|
2019
Q4 | $181K | Buy |
2,376
+376
| +19% | +$28.6K | 0.01% | 776 |
|
|
2019
Q3 | $182K | Hold |
2,000
| – | – | 0.01% | 745 |
|
|
2019
Q2 | $179K | Hold |
2,000
| – | – | 0.02% | 749 |
|
|
2019
Q1 | $165K | Hold |
2,000
| – | – | 0.02% | 703 |
|
|
2018
Q4 | $153K | Hold |
2,000
| – | – | 0.02% | 598 |
|
|
2018
Q3 | $158K | Hold |
2,000
| – | – | 0.02% | 672 |
|
|
2018
Q2 | $153K | Hold |
2,000
| – | – | 0.02% | 662 |
|
|
2018
Q1 | $135K | Hold |
2,000
| – | – | 0.02% | 658 |
|
|
2017
Q4 | $161K | Buy |
+2,000
| New | +$161K | 0.03% | 582 |
|