Harvest Group Wealth Management’s Southwest Gas SWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-5
| Closed | – | – | 635 |
|
|
2020
Q4 | $0 | Hold |
5
| – | – | ﹤0.01% | 843 |
|
|
2020
Q3 | $0 | Buy |
+5
| New | – | ﹤0.01% | 810 |
|
|
2020
Q1 | – | Sell |
-43
| Closed | -$3K | – | 969 |
|
|
2019
Q4 | $3K | Hold |
43
| – | – | ﹤0.01% | 538 |
|
|
2019
Q3 | $4K | Hold |
43
| – | – | ﹤0.01% | 501 |
|
|
2019
Q2 | $3K | Hold |
43
| – | – | ﹤0.01% | 479 |
|
|
2019
Q1 | $4K | Buy |
+43
| New | +$4K | ﹤0.01% | 449 |
|