Financial Architects (New Jersey)’s Southwest Gas SWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-13
| Closed | -$1K | – | 907 |
|
|
2020
Q1 | $1K | Hold |
13
| – | – | ﹤0.01% | 827 |
|
|
2019
Q4 | $1K | Hold |
13
| – | – | ﹤0.01% | 887 |
|
|
2019
Q3 | $1K | Hold |
13
| – | – | ﹤0.01% | 954 |
|
|
2019
Q2 | $1K | Sell |
13
-31
| -70% | -$2.39K | ﹤0.01% | 1049 |
|
|
2019
Q1 | $4K | Hold |
44
| – | – | ﹤0.01% | 1141 |
|
|
2018
Q4 | $3K | Hold |
44
| – | – | ﹤0.01% | 1087 |
|
|
2018
Q3 | $3K | Hold |
44
| – | – | ﹤0.01% | 1161 |
|
|
2018
Q2 | $3K | Buy |
44
+13
| +42% | +$886 | ﹤0.01% | 1182 |
|
|
2018
Q1 | $2K | Hold |
31
| – | – | ﹤0.01% | 1192 |
|
|
2017
Q4 | $2K | Hold |
31
| – | – | ﹤0.01% | 1283 |
|
|
2017
Q3 | $2K | Hold |
31
| – | – | ﹤0.01% | 1321 |
|
|
2017
Q2 | $2K | Hold |
31
| – | – | ﹤0.01% | 1326 |
|
|
2017
Q1 | $3K | Hold |
31
| – | – | ﹤0.01% | 1293 |
|
|
2016
Q4 | $2K | Hold |
31
| – | – | ﹤0.01% | 1276 |
|
|
2016
Q3 | $2K | Hold |
31
| – | – | ﹤0.01% | 1309 |
|
|
2016
Q2 | $2K | Buy |
+31
| New | +$2K | ﹤0.01% | 1296 |
|