Howe & Rusling’s Southwest Gas SWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-53
| Closed | -$4K | – | 940 |
|
|
2022
Q3 | $4K | Buy |
53
+22
| +71% | +$1.66K | ﹤0.01% | 741 |
|
|
2022
Q2 | $3K | Hold |
31
| – | – | ﹤0.01% | 821 |
|
|
2022
Q1 | $2K | Sell |
31
-7
| -18% | -$452 | ﹤0.01% | 886 |
|
|
2021
Q4 | $3K | Hold |
38
| – | – | ﹤0.01% | 825 |
|
|
2021
Q3 | $3K | Buy |
38
+11
| +41% | +$868 | ﹤0.01% | 803 |
|
|
2021
Q2 | $2K | Hold |
27
| – | – | ﹤0.01% | 828 |
|
|
2021
Q1 | $2K | Sell |
27
-4
| -13% | -$296 | ﹤0.01% | 838 |
|
|
2020
Q4 | $2K | Buy |
+31
| New | +$2K | ﹤0.01% | 831 |
|
|
2016
Q3 | – | Sell |
-51
| Closed | -$4K | – | 1119 |
|
|
2016
Q2 | $4K | Hold |
51
| – | – | ﹤0.01% | 699 |
|
|
2016
Q1 | $3K | Hold |
51
| – | – | ﹤0.01% | 793 |
|
|
2015
Q4 | $3K | Buy |
+51
| New | +$3K | ﹤0.01% | 753 |
|