Freedom Investment Management’s Southwest Gas SWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-2,964
| Closed | -$200K | – | 1123 |
|
|
2018
Q1 | $200K | Sell |
2,964
-131
| -4% | -$8.84K | 0.01% | 1042 |
|
|
2017
Q4 | $249K | Sell |
3,095
-50
| -2% | -$4.02K | 0.01% | 956 |
|
|
2017
Q3 | $244K | Buy |
3,145
+250
| +9% | +$19.4K | 0.01% | 941 |
|
|
2017
Q2 | $211K | Sell |
2,895
-10
| -0.3% | -$729 | 0.01% | 962 |
|
|
2017
Q1 | $241K | Buy |
2,905
+233
| +9% | +$19.3K | 0.01% | 878 |
|
|
2016
Q4 | $205K | Sell |
2,672
-3,107
| -54% | -$238K | 0.01% | 902 |
|
|
2016
Q3 | $404K | Buy |
5,779
+926
| +19% | +$64.7K | 0.03% | 512 |
|
|
2016
Q2 | $382K | Buy |
4,853
+1,555
| +47% | +$122K | 0.03% | 505 |
|
|
2016
Q1 | $217K | Buy |
+3,298
| New | +$217K | 0.02% | 709 |
|