Flagship Harbor Advisors’s Southwest Gas SWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-71
| Closed | -$4K | – | 1594 |
|
|
2020
Q3 | $4K | Hold |
71
| – | – | ﹤0.01% | 1587 |
|
|
2020
Q2 | $4K | Hold |
71
| – | – | ﹤0.01% | 1650 |
|
|
2020
Q1 | $5K | Sell |
71
-53
| -43% | -$3.73K | ﹤0.01% | 1427 |
|
|
2019
Q4 | $9K | Buy |
124
+2
| +2% | +$145 | ﹤0.01% | 1372 |
|
|
2019
Q3 | $11K | Sell |
122
-19
| -13% | -$1.71K | ﹤0.01% | 1269 |
|
|
2019
Q2 | $12K | Buy |
141
+20
| +17% | +$1.7K | ﹤0.01% | 1243 |
|
|
2019
Q1 | $9K | Buy |
121
+1
| +0.8% | +$74 | ﹤0.01% | 1341 |
|
|
2018
Q4 | $9K | Hold |
120
| – | – | ﹤0.01% | 1270 |
|
|
2018
Q3 | $9K | Sell |
120
-36
| -23% | -$2.7K | ﹤0.01% | 1486 |
|
|
2018
Q2 | $11K | Buy |
+156
| New | +$11K | ﹤0.01% | 1345 |
|