Cambridge Investment Research Advisors’s Southwest Gas SWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-6,683
| Closed | -$440K | – | 1672 |
|
|
2016
Q1 | $440K | Sell |
6,683
-645
| -9% | -$42.5K | 0.01% | 966 |
|
|
2015
Q4 | $404K | Sell |
7,328
-558
| -7% | -$30.8K | 0.01% | 970 |
|
|
2015
Q3 | $460K | Sell |
7,886
-651
| -8% | -$38K | 0.01% | 794 |
|
|
2015
Q2 | $454K | Sell |
8,537
-197
| -2% | -$10.5K | 0.01% | 859 |
|
|
2015
Q1 | $508K | Sell |
8,734
-1,159
| -12% | -$67.4K | 0.01% | 795 |
|
|
2014
Q4 | $611K | Sell |
9,893
-53
| -0.5% | -$3.27K | 0.02% | 677 |
|
|
2014
Q3 | $483K | Buy |
9,946
+2
| +0% | +$97 | 0.01% | 849 |
|
|
2014
Q2 | $525K | Buy |
9,944
+10
| +0.1% | +$528 | 0.02% | 733 |
|
|
2014
Q1 | $531K | Buy |
9,934
+479
| +5% | +$25.6K | 0.02% | 691 |
|
|
2013
Q4 | $529K | Buy |
9,455
+4
| +0% | +$224 | 0.02% | 638 |
|
|
2013
Q3 | $473K | Sell |
9,451
-197
| -2% | -$9.86K | 0.02% | 654 |
|
|
2013
Q2 | $451K | Buy |
+9,648
| New | +$451K | 0.02% | 588 |
|