First Mercantile Trust’s Southwest Gas SWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $405K | Buy |
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|
2021
Q2 | $360K | Sell |
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|
2021
Q1 | $385K | Sell |
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|
2020
Q4 | $366K | Sell |
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|
2020
Q3 | $439K | Buy |
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|
2020
Q2 | $120K | Buy |
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|
2020
Q1 | $96K | Buy |
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|
2019
Q4 | $99K | Sell |
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|
2019
Q3 | $147K | Sell |
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|
2019
Q2 | $179K | Hold |
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|
2019
Q1 | $165K | Sell |
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|
2018
Q4 | $169K | Sell |
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|
2018
Q3 | $191K | Buy |
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|
2018
Q2 | $156K | Buy |
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|
2018
Q1 | $91K | Sell |
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|
2017
Q4 | $116K | Sell |
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|
2017
Q3 | $136K | Sell |
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|
2017
Q2 | $140K | Hold |
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|
2017
Q1 | $158K | Sell |
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|
2016
Q4 | $159K | Sell |
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|
2016
Q3 | $275K | Buy |
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