BL
BCWM LLC’s Southwest Gas SWX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | – | Sell |
-50,382
| Closed | -$38.5M | – | 75 |
|
2018
Q4 | $38.5M | Sell |
50,382
-2,802
| -5% | -$2.14M | 1.83% | 17 |
|
2018
Q3 | $4.13M | Buy |
53,184
+164
| +0.3% | +$12.7K | 1.73% | 27 |
|
2018
Q2 | $4.04M | Buy |
53,020
+1,329
| +3% | +$101K | 1.77% | 24 |
|
2018
Q1 | $3.5M | Buy |
51,691
+6,235
| +14% | +$422K | 1.49% | 35 |
|
2017
Q4 | $3.66M | Buy |
45,456
+587
| +1% | +$47.2K | 1.49% | 34 |
|
2017
Q3 | $3.48M | Buy |
+44,869
| New | +$3.48M | 1.46% | 32 |
|