Mark Sheptoff Financial Planning’s Southwest Gas SWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-300
| Closed | -$17K | – | 425 |
|
|
2015
Q3 | $17K | Hold |
300
| – | – | 0.01% | 222 |
|
|
2015
Q2 | $16K | Hold |
300
| – | – | 0.01% | 241 |
|
|
2015
Q1 | $17K | Hold |
300
| – | – | 0.01% | 233 |
|
|
2014
Q4 | $19K | Hold |
300
| – | – | 0.02% | 221 |
|
|
2014
Q3 | $15K | Hold |
300
| – | – | 0.01% | 249 |
|
|
2014
Q2 | $16K | Hold |
300
| – | – | 0.01% | 242 |
|
|
2014
Q1 | $16K | Buy |
+300
| New | +$16K | 0.01% | 249 |
|