LA
Lucus Advisors’s Southwest Gas SWX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-4,931
| Closed | -$409K | – | 250 |
|
|
2017
Q1 | $409K | Buy |
+4,931
| New | +$409K | 0.38% | 124 |
|
|
2016
Q4 | – | Sell |
-5,554
| Closed | -$388K | – | 156 |
|
|
2016
Q3 | $388K | Buy |
5,554
+1,083
| +24% | +$75.7K | 0.33% | 184 |
|
|
2016
Q2 | $352K | Sell |
4,471
-3,354
| -43% | -$264K | 0.29% | 77 |
|
|
2016
Q1 | $515K | Sell |
7,825
-458
| -6% | -$30.1K | 0.3% | 208 |
|
|
2015
Q4 | $457K | Buy |
8,283
+60
| +0.7% | +$3.31K | 0.28% | 93 |
|
|
2015
Q3 | $480K | Sell |
8,223
-1,219
| -13% | -$71.2K | 0.27% | 31 |
|
|
2015
Q2 | $502K | Buy |
+9,442
| New | +$502K | 0.24% | 141 |
|