Mosaic Family Wealth’s Southwest Gas SWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-400
| Closed | -$33K | – | 553 |
|
|
2019
Q1 | $33K | Hold |
400
| – | – | 0.01% | 366 |
|
|
2018
Q4 | $31K | Hold |
400
| – | – | 0.01% | 365 |
|
|
2018
Q3 | $34K | Hold |
400
| – | – | 0.01% | 361 |
|
|
2018
Q2 | $31K | Hold |
400
| – | – | 0.01% | 377 |
|
|
2018
Q1 | $27K | Hold |
400
| – | – | 0.01% | 392 |
|
|
2017
Q4 | $32K | Hold |
400
| – | – | 0.01% | 385 |
|
|
2017
Q3 | $31K | Hold |
400
| – | – | 0.01% | 400 |
|
|
2017
Q2 | $29K | Hold |
400
| – | – | 0.01% | 382 |
|
|
2017
Q1 | $33K | Hold |
400
| – | – | 0.01% | 374 |
|
|
2016
Q4 | $31K | Hold |
400
| – | – | 0.01% | 381 |
|
|
2016
Q3 | $28K | Hold |
400
| – | – | 0.01% | 402 |
|
|
2016
Q2 | $32K | Hold |
400
| – | – | 0.02% | 383 |
|
|
2016
Q1 | $26K | Hold |
400
| – | – | 0.01% | 405 |
|
|
2015
Q4 | $22K | Buy |
+400
| New | +$22K | 0.01% | 433 |
|