Hilton Capital Management’s Southwest Gas SWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-165
| Closed | -$13K | – | 368 |
|
|
2018
Q4 | $13K | Hold |
165
| – | – | ﹤0.01% | 255 |
|
|
2018
Q3 | $13K | Hold |
165
| – | – | ﹤0.01% | 262 |
|
|
2018
Q2 | $13K | Buy |
+165
| New | +$13K | ﹤0.01% | 287 |
|
|
2017
Q3 | – | Sell |
-3,527
| Closed | -$258K | – | 133 |
|
|
2017
Q2 | $258K | Buy |
+3,527
| New | +$258K | 0.05% | 92 |
|