Financial Gravity Asset Management’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 |
-11
| Closed | -$737 | – | 806 |
|
|
2020
Q1 | $737 | Buy |
11
+8
| +267% | +$536 | ﹤0.01% | 506 |
|
|
2019
Q4 | $76K | Hold |
3
| – | – | 0.05% | 444 |
|
|
2019
Q3 | $0 | Sell |
3
-2
| -40% | – | ﹤0.01% | 1573 |
|
|
2019
Q2 | $0 | Sell |
5
-4
| -44% | – | ﹤0.01% | 1655 |
|
|
2019
Q1 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 1192 |
|
|
2018
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 1611 |
|
|
2018
Q2 | $0 | Buy |
+4
| New | – | ﹤0.01% | 1604 |
|