Elkfork Partners’s Southwest Gas SWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $857K | Hold |
9,418
| – | – | 0.02% | 429 |
|
|
2019
Q2 | $844K | Hold |
9,418
| – | – | 0.02% | 438 |
|
|
2019
Q1 | $775K | Hold |
9,418
| – | – | 0.02% | 445 |
|
|
2018
Q4 | $721K | Hold |
9,418
| – | – | 0.02% | 422 |
|
|
2018
Q3 | $744K | Buy |
9,418
+2,006
| +27% | +$158K | 0.02% | 464 |
|
|
2018
Q2 | $565K | Hold |
7,412
| – | – | 0.01% | 495 |
|
|
2018
Q1 | $501K | Hold |
7,412
| – | – | 0.01% | 525 |
|
|
2017
Q4 | $596K | Buy |
7,412
+1,530
| +26% | +$123K | 0.02% | 487 |
|
|
2017
Q3 | $456K | Buy |
5,882
+748
| +15% | +$58K | 0.01% | 511 |
|
|
2017
Q2 | $375K | Buy |
5,134
+2,108
| +70% | +$154K | 0.01% | 554 |
|
|
2017
Q1 | $251K | Sell |
3,026
-136
| -4% | -$11.3K | 0.01% | 557 |
|
|
2016
Q4 | $242K | Buy |
+3,162
| New | +$242K | 0.01% | 535 |
|