James Investment Research’s Southwest Gas SWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-13,290
| Closed | -$1.02M | – | 902 |
|
|
2018
Q4 | $1.02M | Sell |
13,290
-13,380
| -50% | -$1.02M | 0.06% | 354 |
|
|
2018
Q3 | $2.11M | Buy |
+26,670
| New | +$2.11M | 0.09% | 339 |
|
|
2014
Q3 | – | Sell |
-6,772
| Closed | -$357K | – | 539 |
|
|
2014
Q2 | $357K | Buy |
6,772
+705
| +12% | +$37.2K | 0.01% | 292 |
|
|
2014
Q1 | $324K | Hold |
6,067
| – | – | 0.01% | 297 |
|
|
2013
Q4 | $339K | Sell |
6,067
-1,063
| -15% | -$59.4K | 0.01% | 287 |
|
|
2013
Q3 | $357K | Hold |
7,130
| – | – | 0.01% | 273 |
|
|
2013
Q2 | $334K | Buy |
+7,130
| New | +$334K | 0.01% | 267 |
|