InceptionR’s Southwest Gas SWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-6,389
| Closed | -$450K | – | 859 |
|
|
2024
Q2 | $450K | Sell |
6,389
-5,924
| -48% | -$417K | 0.13% | 312 |
|
|
2024
Q1 | $937K | Buy |
+12,313
| New | +$937K | 0.24% | 152 |
|
|
2023
Q1 | – | Sell |
-3,337
| Closed | -$206K | – | 584 |
|
|
2022
Q4 | $206K | Buy |
+3,337
| New | +$206K | 0.11% | 344 |
|