Assured 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-5
| Closed | – | – | 735 |
|
|
2019
Q1 | $0 | Buy |
+5
| New | – | ﹤0.01% | 1332 |
|
|
2018
Q4 | – | Sell |
-297
| Closed | -$23K | – | 1290 |
|
|
2018
Q3 | $23K | Buy |
+297
| New | +$23K | ﹤0.01% | 1092 |
|
|
2018
Q2 | – | Sell |
-10,506
| Closed | -$711K | – | 1290 |
|
|
2018
Q1 | $711K | Buy |
+10,506
| New | +$711K | 0.02% | 631 |
|
|
2017
Q4 | – | Sell |
-32,439
| Closed | -$2.52M | – | 618 |
|
|
2017
Q3 | $2.52M | Buy |
32,439
+18,449
| +132% | +$1.43M | 0.05% | 260 |
|
|
2017
Q2 | $1.02M | Buy |
+13,990
| New | +$1.02M | 0.02% | 344 |
|