Duncker Streett & Co’s Southwest Gas SWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-55
| Closed | -$4K | – | 632 |
|
|
2016
Q3 | $4K | Hold |
55
| – | – | ﹤0.01% | 574 |
|
|
2016
Q2 | $4K | Hold |
55
| – | – | ﹤0.01% | 562 |
|
|
2016
Q1 | $4K | Hold |
55
| – | – | ﹤0.01% | 565 |
|
|
2015
Q4 | $3K | Hold |
55
| – | – | ﹤0.01% | 593 |
|
|
2015
Q3 | $3K | Hold |
55
| – | – | ﹤0.01% | 595 |
|
|
2015
Q2 | $3K | Hold |
55
| – | – | ﹤0.01% | 603 |
|
|
2015
Q1 | $3K | Hold |
55
| – | – | ﹤0.01% | 604 |
|
|
2014
Q4 | $3K | Hold |
55
| – | – | ﹤0.01% | 598 |
|
|
2014
Q3 | $3K | Sell |
55
-55
| -50% | -$3K | ﹤0.01% | 607 |
|
|
2014
Q2 | $6K | Buy |
110
+55
| +100% | +$3K | ﹤0.01% | 557 |
|
|
2014
Q1 | $3K | Hold |
55
| – | – | ﹤0.01% | 554 |
|
|
2013
Q4 | $3K | Hold |
55
| – | – | ﹤0.01% | 549 |
|
|
2013
Q3 | $3K | Hold |
55
| – | – | ﹤0.01% | 534 |
|
|
2013
Q2 | $3K | Buy |
+55
| New | +$3K | ﹤0.01% | 531 |
|