Krilogy Financial’s Southwest Gas SWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-400
| Closed | -$27K | – | 593 |
|
|
2018
Q1 | $27K | Hold |
400
| – | – | 0.01% | 409 |
|
|
2017
Q4 | $32K | Hold |
400
| – | – | 0.01% | 377 |
|
|
2017
Q3 | $31K | Hold |
400
| – | – | 0.01% | 416 |
|
|
2017
Q2 | $29K | Hold |
400
| – | – | 0.01% | 393 |
|
|
2017
Q1 | $31K | Hold |
400
| – | – | 0.01% | 361 |
|
|
2016
Q4 | $31K | Hold |
400
| – | – | 0.01% | 361 |
|
|
2016
Q3 | $28K | Hold |
400
| – | – | 0.01% | 395 |
|
|
2016
Q2 | $31K | Hold |
400
| – | – | 0.01% | 377 |
|
|
2016
Q1 | $26K | Hold |
400
| – | – | 0.01% | 360 |
|
|
2015
Q4 | $22K | Hold |
400
| – | – | 0.02% | 199 |
|
|
2015
Q3 | $23K | Buy |
+400
| New | +$23K | 0.01% | 300 |
|