Empowered Funds’s Southwest Gas SWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-13,850
| Closed | -$1.05M | – | 1458 |
|
|
2024
Q1 | $1.05M | Sell |
13,850
-24,742
| -64% | -$1.88M | 0.02% | 853 |
|
|
2023
Q4 | $2.44M | Buy |
38,592
+184
| +0.5% | +$11.7K | 0.06% | 453 |
|
|
2023
Q3 | $2.32M | Buy |
38,408
+636
| +2% | +$38.4K | 0.07% | 408 |
|
|
2023
Q2 | $2.4M | Buy |
37,772
+25,602
| +210% | +$1.63M | 0.08% | 337 |
|
|
2023
Q1 | $760K | Sell |
12,170
-601
| -5% | -$37.5K | 0.04% | 343 |
|
|
2022
Q4 | $790K | Buy |
12,771
+2,417
| +23% | +$150K | 0.05% | 151 |
|
|
2022
Q3 | $722K | Buy |
+10,354
| New | +$722K | 0.07% | 220 |
|