Lido Advisors’s Southwest Gas SWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,448
| Closed | -$241K | – | 962 |
|
|
2021
Q4 | $241K | Hold |
3,448
| – | – | ﹤0.01% | 786 |
|
|
2021
Q3 | $230K | Hold |
3,448
| – | – | ﹤0.01% | 754 |
|
|
2021
Q2 | $228K | Sell |
3,448
-304
| -8% | -$20.1K | ﹤0.01% | 714 |
|
|
2021
Q1 | $258K | Buy |
3,752
+311
| +9% | +$21.4K | ﹤0.01% | 630 |
|
|
2020
Q4 | $209K | Hold |
3,441
| – | – | ﹤0.01% | 658 |
|
|
2020
Q3 | $217K | Hold |
3,441
| – | – | 0.01% | 493 |
|
|
2020
Q2 | $238K | Hold |
3,441
| – | – | 0.01% | 439 |
|
|
2020
Q1 | $239K | Hold |
3,441
| – | – | 0.01% | 423 |
|
|
2019
Q4 | $261K | Hold |
3,441
| – | – | 0.01% | 489 |
|
|
2019
Q3 | $313K | Hold |
3,441
| – | – | 0.02% | 386 |
|
|
2019
Q2 | $308K | Sell |
3,441
-1,500
| -30% | -$134K | 0.02% | 382 |
|
|
2019
Q1 | $406K | Hold |
4,941
| – | – | 0.03% | 299 |
|
|
2018
Q4 | $377K | Hold |
4,941
| – | – | 0.04% | 247 |
|
|
2018
Q3 | $390K | Sell |
4,941
-1,451
| -23% | -$115K | 0.04% | 268 |
|
|
2018
Q2 | $487K | Hold |
6,392
| – | – | 0.06% | 200 |
|
|
2018
Q1 | $432K | Hold |
6,392
| – | – | 0.06% | 200 |
|
|
2017
Q4 | $514K | Sell |
6,392
-1,200
| -16% | -$96.5K | 0.07% | 138 |
|
|
2017
Q3 | $625K | Hold |
7,592
| – | – | 0.1% | 115 |
|
|
2017
Q2 | $555K | Buy |
+7,592
| New | +$555K | 0.12% | 107 |
|