Invictus RG’s Southwest Gas SWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-4,983
| Closed | -$401K | – | 356 |
|
|
2017
Q4 | $401K | Buy |
+4,983
| New | +$401K | 0.42% | 77 |
|
|
2016
Q4 | – | Sell |
-215
| Closed | -$15K | – | 765 |
|
|
2016
Q3 | $15K | Sell |
215
-7,263
| -97% | -$507K | 0.01% | 613 |
|
|
2016
Q2 | $589K | Buy |
+7,478
| New | +$589K | 0.62% | 22 |
|