JOYN Advisors’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 |
-189
| Closed | -$14K | – | 1241 |
|
|
2018
Q4 | $14K | Buy |
189
+38
| +25% | +$2.82K | ﹤0.01% | 826 |
|
|
2018
Q3 | $12K | Sell |
151
-3
| -2% | -$238 | ﹤0.01% | 891 |
|
|
2018
Q2 | $12K | Buy |
154
+122
| +381% | +$9.51K | ﹤0.01% | 846 |
|
|
2018
Q1 | $2K | Buy |
+32
| New | +$2K | ﹤0.01% | 1100 |
|