Money Concepts Capital’s Southwest Gas SWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-11,007
| Closed | -$693K | – | 472 |
|
|
2023
Q1 | $693K | Sell |
11,007
-2,289
| -17% | -$144K | 0.04% | 262 |
|
|
2022
Q4 | $823K | Buy |
13,296
+2,174
| +20% | +$135K | 0.04% | 331 |
|
|
2022
Q3 | $776K | Buy |
11,122
+10,892
| +4,736% | +$760K | 0.05% | 254 |
|
|
2022
Q2 | $20K | Sell |
230
-166
| -42% | -$14.4K | ﹤0.01% | 892 |
|
|
2022
Q1 | $31K | Buy |
+396
| New | +$31K | ﹤0.01% | 1422 |
|