Fusion Family Wealth’s Southwest Gas SWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-300
| Closed | -$27K | – | 155 |
|
|
2019
Q2 | $27K | Hold |
300
| – | – | 0.01% | 96 |
|
|
2019
Q1 | $25K | Hold |
300
| – | – | 0.01% | 85 |
|
|
2018
Q4 | $23K | Hold |
300
| – | – | 0.01% | 149 |
|
|
2018
Q3 | $24K | Hold |
300
| – | – | 0.01% | 158 |
|
|
2018
Q2 | $23K | Hold |
300
| – | – | 0.01% | 179 |
|
|
2018
Q1 | $20K | Hold |
300
| – | – | 0.01% | 173 |
|
|
2017
Q4 | $24K | Buy |
+300
| New | +$24K | 0.01% | 177 |
|
|
2017
Q3 | – | Sell |
-300
| Closed | -$22K | – | 289 |
|
|
2017
Q2 | $22K | Hold |
300
| – | – | 0.01% | 164 |
|
|
2017
Q1 | $25K | Hold |
300
| – | – | 0.01% | 153 |
|
|
2016
Q4 | $23K | Buy |
+300
| New | +$23K | 0.01% | 179 |
|