Boston Partners’s Southwest Gas SWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-7,946
| Closed | -$506K | – | 758 |
|
|
2023
Q2 | $506K | Sell |
7,946
-5,993
| -43% | -$381K | ﹤0.01% | 620 |
|
|
2023
Q1 | $870K | Sell |
13,939
-75
| -0.5% | -$4.68K | ﹤0.01% | 534 |
|
|
2022
Q4 | $867K | Buy |
14,014
+4,911
| +54% | +$304K | ﹤0.01% | 526 |
|
|
2022
Q3 | $635K | Buy |
+9,103
| New | +$635K | ﹤0.01% | 569 |
|
|
2022
Q2 | – | Sell |
-6,176
| Closed | -$484K | – | 738 |
|
|
2022
Q1 | $484K | Buy |
+6,176
| New | +$484K | ﹤0.01% | 624 |
|