DZ Bank’s Southwest Gas SWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-820
| Closed | -$56K | – | 938 |
|
|
2020
Q2 | $56K | Hold |
820
| – | – | ﹤0.01% | 800 |
|
|
2020
Q1 | $57K | Buy |
+820
| New | +$57K | ﹤0.01% | 770 |
|
|
2019
Q4 | – | Sell |
-29,618
| Closed | -$2.7M | – | 871 |
|
|
2019
Q3 | $2.7M | Sell |
29,618
-78,609
| -73% | -$7.16M | 0.01% | 414 |
|
|
2019
Q2 | $9.7M | Sell |
108,227
-63,736
| -37% | -$5.71M | 0.03% | 271 |
|
|
2019
Q1 | $14.1M | Buy |
+171,963
| New | +$14.1M | 0.05% | 213 |
|
|
2017
Q2 | – | Sell |
-3,222
| Closed | -$267K | – | 931 |
|
|
2017
Q1 | $267K | Buy |
+3,222
| New | +$267K | ﹤0.01% | 692 |
|