International Assets Investment Management’s Southwest Gas SWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-51,042
| Closed | -$692 | – | 1801 |
|
|
2024
Q3 | $692 | Buy |
51,042
+50,350
| +7,276% | +$683 | ﹤0.01% | 1259 |
|
|
2024
Q2 | $48.7K | Buy |
+692
| New | +$48.7K | ﹤0.01% | 1191 |
|
|
2023
Q2 | – | Sell |
-540
| Closed | -$33.7K | – | 968 |
|
|
2023
Q1 | $33.7K | Buy |
+540
| New | +$33.7K | ﹤0.01% | 737 |
|
|
2021
Q2 | – | Sell |
-720
| Closed | -$47K | – | 1733 |
|
|
2021
Q1 | $47K | Buy |
720
+360
| +100% | +$23.5K | ﹤0.01% | 984 |
|
|
2020
Q4 | $22K | Buy |
+360
| New | +$22K | ﹤0.01% | 1137 |
|