Kapitalo Investimentos’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 |
-4,110
| Closed | -$289K | – | 219 |
|
|
2024
Q2 | $289K | Sell |
4,110
-1,143
| -22% | -$80.4K | 0.09% | 88 |
|
|
2024
Q1 | $400K | Buy |
5,253
+1,019
| +24% | +$77.6K | 0.09% | 114 |
|
|
2023
Q4 | $268K | Buy |
4,234
+171
| +4% | +$10.8K | 0.06% | 213 |
|
|
2023
Q3 | $245K | Buy |
+4,063
| New | +$245K | 0.03% | 238 |
|