CI Investments Inc’s Southwest Gas SWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $109K | Sell |
1,459
-424
| -23% | -$31.7K | ﹤0.01% | 878 |
|
|
2025
Q1 | $135K | Buy |
1,883
+51
| +3% | +$3.66K | ﹤0.01% | 809 |
|
|
2024
Q4 | $130K | Buy |
1,832
+544
| +42% | +$38.6K | ﹤0.01% | 862 |
|
|
2024
Q3 | $95K | Buy |
1,288
+169
| +15% | +$12.5K | ﹤0.01% | 860 |
|
|
2024
Q2 | $79K | Sell |
1,119
-18
| -2% | -$1.27K | ﹤0.01% | 885 |
|
|
2024
Q1 | $87K | Buy |
1,137
+213
| +23% | +$16.3K | ﹤0.01% | 923 |
|
|
2023
Q4 | $59K | Sell |
924
-1,343
| -59% | -$85.8K | ﹤0.01% | 935 |
|
|
2023
Q3 | $137K | Buy |
2,267
+42
| +2% | +$2.54K | ﹤0.01% | 752 |
|
|
2023
Q2 | $142K | Buy |
2,225
+74
| +3% | +$4.72K | ﹤0.01% | 700 |
|
|
2023
Q1 | $134K | Buy |
2,151
+17
| +0.8% | +$1.06K | ﹤0.01% | 671 |
|
|
2022
Q4 | $132K | Buy |
2,134
+2,130
| +53,250% | +$132K | ﹤0.01% | 680 |
|
|
2022
Q3 | $0 | Buy |
+4
| New | – | ﹤0.01% | 1350 |
|
|
2021
Q4 | – | Sell |
-1,489
| Closed | -$100K | – | 1432 |
|
|
2021
Q3 | $100K | Buy |
1,489
+96
| +7% | +$6.45K | ﹤0.01% | 855 |
|
|
2021
Q2 | $92K | Buy |
1,393
+527
| +61% | +$34.8K | ﹤0.01% | 888 |
|
|
2021
Q1 | $60K | Hold |
866
| – | – | ﹤0.01% | 867 |
|
|
2020
Q4 | $53K | Buy |
866
+348
| +67% | +$21.3K | ﹤0.01% | 830 |
|
|
2020
Q3 | $33K | Buy |
+518
| New | +$33K | ﹤0.01% | 779 |
|