CSat Investment Advisory’s Southwest Gas SWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-239
| Closed | -$15K | – | 913 |
|
|
2020
Q3 | $15K | Buy |
239
+33
| +16% | +$2.07K | ﹤0.01% | 950 |
|
|
2020
Q2 | $14K | Buy |
206
+37
| +22% | +$2.52K | ﹤0.01% | 953 |
|
|
2020
Q1 | $12K | Buy |
169
+29
| +21% | +$2.06K | ﹤0.01% | 869 |
|
|
2019
Q4 | $11K | Buy |
140
+13
| +10% | +$1.02K | ﹤0.01% | 970 |
|
|
2019
Q3 | $12K | Buy |
127
+26
| +26% | +$2.46K | ﹤0.01% | 864 |
|
|
2019
Q2 | $9K | Buy |
+101
| New | +$9K | ﹤0.01% | 917 |
|