GAM Holding’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 |
-4,417
| Closed | -$396K | – | 893 |
|
|
2019
Q2 | $396K | Buy |
+4,417
| New | +$396K | 0.02% | 722 |
|
|
2018
Q4 | – | Sell |
-3,055
| Closed | -$241K | – | 883 |
|
|
2018
Q3 | $241K | Buy |
+3,055
| New | +$241K | 0.01% | 826 |
|
|
2016
Q1 | – | Sell |
-31,700
| Closed | -$1.75M | – | 1048 |
|
|
2015
Q4 | $1.75M | Buy |
31,700
+14,000
| +79% | +$772K | 0.03% | 536 |
|
|
2015
Q3 | $1.03M | Hold |
17,700
| – | – | 0.02% | 681 |
|
|
2015
Q2 | $942K | Sell |
17,700
-2,600
| -13% | -$138K | 0.01% | 757 |
|
|
2015
Q1 | $1.18M | Buy |
20,300
+1,500
| +8% | +$87.3K | 0.02% | 682 |
|
|
2014
Q4 | $1.16M | Buy |
+18,800
| New | +$1.16M | 0.02% | 673 |
|