AUA Capital Management’s Southwest Gas SWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-22
| Closed | -$2K | – | 382 |
|
|
2022
Q1 | $2K | Hold |
22
| – | – | ﹤0.01% | 306 |
|
|
2021
Q4 | $2K | Sell |
22
-3
| -12% | -$273 | ﹤0.01% | 297 |
|
|
2021
Q3 | $2K | Sell |
25
-12
| -32% | -$960 | ﹤0.01% | 292 |
|
|
2021
Q2 | $2K | Sell |
37
-5
| -12% | -$270 | ﹤0.01% | 284 |
|
|
2021
Q1 | $3K | Hold |
42
| – | – | ﹤0.01% | 261 |
|
|
2020
Q4 | $3K | Buy |
42
+19
| +83% | +$1.36K | ﹤0.01% | 242 |
|
|
2020
Q3 | $1K | Buy |
+23
| New | +$1K | ﹤0.01% | 314 |
|