Castleview Partners’s Southwest Gas SWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-71,834
| Closed | -$496K | – | 752 |
|
|
2022
Q2 | $496K | Buy |
71,834
+71,734
| +71,734% | +$495K | 0.39% | 53 |
|
|
2022
Q1 | $7K | Sell |
100
-10,057
| -99% | -$704K | ﹤0.01% | 539 |
|
|
2021
Q4 | $145 | Buy |
+10,157
| New | +$145 | ﹤0.01% | 739 |
|
|
2021
Q2 | $7K | Buy |
+100
| New | +$7K | ﹤0.01% | 761 |
|