COPM
Charter Oak Partners Management’s Southwest Gas SWX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q2 | – | Sell |
-43,435
| Closed | -$2.32M | – | 36 |
|
|
2014
Q1 | $2.32M | Hold |
43,435
| – | – | 1.67% | 22 |
|
|
2013
Q4 | $2.43M | Sell |
43,435
-147
| -0.3% | -$8.22K | 1.72% | 23 |
|
|
2013
Q3 | $2.18M | Hold |
43,582
| – | – | 1.72% | 22 |
|
|
2013
Q2 | $2.04M | Buy |
+43,582
| New | +$2.04M | 1.64% | 21 |
|