Brinker Capital’s Southwest Gas SWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $288K | Sell |
4,164
-186
| -4% | -$12.9K | 0.01% | 827 |
|
|
2020
Q1 | $303K | Buy |
4,350
+215
| +5% | +$15K | 0.01% | 771 |
|
|
2019
Q4 | $314K | Sell |
4,135
-3,312
| -44% | -$252K | 0.01% | 824 |
|
|
2019
Q3 | $678K | Buy |
7,447
+635
| +9% | +$57.8K | 0.02% | 615 |
|
|
2019
Q2 | $610K | Buy |
6,812
+3,918
| +135% | +$351K | 0.02% | 629 |
|
|
2019
Q1 | $238K | Buy |
+2,894
| New | +$238K | 0.01% | 853 |
|
|
2018
Q4 | – | Sell |
-3,061
| Closed | -$242K | – | 979 |
|
|
2018
Q3 | $242K | Sell |
3,061
-100
| -3% | -$7.91K | 0.01% | 908 |
|
|
2018
Q2 | $241K | Sell |
3,161
-152
| -5% | -$11.6K | 0.01% | 930 |
|
|
2018
Q1 | $224K | Sell |
3,313
-34
| -1% | -$2.3K | 0.01% | 945 |
|
|
2017
Q4 | $269K | Buy |
+3,347
| New | +$269K | 0.01% | 885 |
|