Janney Montgomery Scott’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 |
-6,010
| Closed | -$423K | – | 2841 |
|
|
2024
Q2 | $423K | Sell |
6,010
-1,279
| -18% | -$90K | ﹤0.01% | 2005 |
|
|
2024
Q1 | $555K | Sell |
7,289
-300
| -4% | -$22.8K | ﹤0.01% | 1923 |
|
|
2023
Q4 | $481K | Sell |
7,589
-111
| -1% | -$7.04K | ﹤0.01% | 1931 |
|
|
2023
Q3 | $465K | Buy |
7,700
+205
| +3% | +$12.4K | ﹤0.01% | 1809 |
|
|
2023
Q2 | $477K | Sell |
7,495
-221
| -3% | -$14.1K | ﹤0.01% | 1896 |
|
|
2023
Q1 | $482K | Buy |
+7,716
| New | +$482K | ﹤0.01% | 1753 |
|
|
2020
Q4 | – | Sell |
-12,506
| Closed | -$789K | – | 2276 |
|
|
2020
Q3 | $789K | Buy |
+12,506
| New | +$789K | ﹤0.01% | 1198 |
|
|
2016
Q2 | – | Sell |
-5,480
| Closed | -$361K | – | 1115 |
|
|
2016
Q1 | $361K | Buy |
+5,480
| New | +$361K | 0.01% | 890 |
|