Horizon Investment Services’s Southwest Gas SWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-8,242
| Closed | -$750K | – | 107 |
|
|
2019
Q3 | $750K | Buy |
8,242
+122
| +2% | +$11.1K | 0.5% | 52 |
|
|
2019
Q2 | $728K | Buy |
8,120
+75
| +0.9% | +$6.72K | 0.49% | 48 |
|
|
2019
Q1 | $662K | Sell |
8,045
-782
| -9% | -$64.3K | 0.45% | 52 |
|
|
2018
Q4 | $675K | Sell |
8,827
-1,427
| -14% | -$109K | 0.53% | 43 |
|
|
2018
Q3 | $810K | Buy |
10,254
+631
| +7% | +$49.8K | 0.42% | 47 |
|
|
2018
Q2 | $734K | Buy |
+9,623
| New | +$734K | 0.36% | 60 |
|
|
2014
Q2 | – | Sell |
-6,435
| Closed | -$354K | – | 134 |
|
|
2014
Q1 | $354K | Buy |
6,435
+627
| +11% | +$34.5K | 0.19% | 81 |
|
|
2013
Q4 | $325K | Buy |
5,808
+515
| +10% | +$28.8K | 0.2% | 71 |
|
|
2013
Q3 | $265K | Buy |
+5,293
| New | +$265K | 0.18% | 78 |
|