DIA
Dean Investment Associates’s Southwest Gas SWX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-16,282
| Closed | -$1.01M | – | 227 |
|
|
2022
Q4 | $1.01M | Sell |
16,282
-45,843
| -74% | -$2.84M | 0.17% | 180 |
|
|
2022
Q3 | $4.33M | Sell |
62,125
-3,952
| -6% | -$276K | 0.88% | 27 |
|
|
2022
Q2 | $5.75M | Sell |
66,077
-37,207
| -36% | -$3.24M | 1.12% | 9 |
|
|
2022
Q1 | $8.09M | Buy |
103,284
+1,154
| +1% | +$90.3K | 1.45% | 3 |
|
|
2021
Q4 | $7.15M | Buy |
102,130
+39,868
| +64% | +$2.79M | 1.26% | 4 |
|
|
2021
Q3 | $4.16M | Buy |
62,262
+2,803
| +5% | +$187K | 0.79% | 31 |
|
|
2021
Q2 | $3.94M | Buy |
59,459
+1,660
| +3% | +$110K | 0.73% | 31 |
|
|
2021
Q1 | $3.97M | Buy |
57,799
+16,757
| +41% | +$1.15M | 0.75% | 28 |
|
|
2020
Q4 | $2.49M | Buy |
41,042
+25,863
| +170% | +$1.57M | 0.52% | 63 |
|
|
2020
Q3 | $958K | Buy |
+15,179
| New | +$958K | 0.23% | 177 |
|