FinTrust Capital Advisors’s Southwest Gas SWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-149
| Closed | -$12K | – | 1303 |
|
|
2022
Q1 | $12K | Hold |
149
| – | – | ﹤0.01% | 897 |
|
|
2021
Q4 | $10K | Hold |
149
| – | – | ﹤0.01% | 916 |
|
|
2021
Q3 | $10K | Hold |
149
| – | – | ﹤0.01% | 909 |
|
|
2021
Q2 | $10K | Sell |
149
-8
| -5% | -$537 | ﹤0.01% | 927 |
|
|
2021
Q1 | $11K | Hold |
157
| – | – | ﹤0.01% | 871 |
|
|
2020
Q4 | $10K | Hold |
157
| – | – | ﹤0.01% | 836 |
|
|
2020
Q3 | $10 | Buy |
157
+125
| +391% | +$8 | ﹤0.01% | 811 |
|
|
2020
Q2 | $2K | Sell |
32
-48
| -60% | -$3K | ﹤0.01% | 945 |
|
|
2020
Q1 | $6K | Buy |
80
+4
| +5% | +$300 | ﹤0.01% | 851 |
|
|
2019
Q4 | $6K | Hold |
76
| – | – | ﹤0.01% | 832 |
|
|
2019
Q3 | $7K | Buy |
76
+7
| +10% | +$645 | ﹤0.01% | 803 |
|
|
2019
Q2 | $6K | Hold |
69
| – | – | ﹤0.01% | 803 |
|
|
2019
Q1 | $6K | Hold |
69
| – | – | ﹤0.01% | 896 |
|
|
2018
Q4 | $5K | Buy |
+69
| New | +$5K | ﹤0.01% | 929 |
|