Mount Yale Investment Advisors’s Southwest Gas SWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-3,408
| Closed | -$215K | – | 418 |
|
|
2020
Q3 | $215K | Sell |
3,408
-116
| -3% | -$7.32K | 0.03% | 323 |
|
|
2020
Q2 | $243K | Sell |
3,524
-457
| -11% | -$31.5K | 0.04% | 284 |
|
|
2020
Q1 | $277K | Buy |
3,981
+722
| +22% | +$50.2K | 0.06% | 241 |
|
|
2019
Q4 | $246K | Buy |
+3,259
| New | +$246K | 0.04% | 289 |
|
|
2019
Q3 | – | Sell |
-2,321
| Closed | -$206K | – | 326 |
|
|
2019
Q2 | $206K | Buy |
+2,321
| New | +$206K | 0.04% | 290 |
|
|
2018
Q4 | – | Sell |
-1,427
| Closed | -$118K | – | 716 |
|
|
2018
Q3 | $118K | Sell |
1,427
-50
| -3% | -$4.14K | 0.02% | 389 |
|
|
2018
Q2 | $113K | Hold |
1,477
| – | – | 0.02% | 419 |
|
|
2018
Q1 | $100K | Buy |
+1,477
| New | +$100K | 0.02% | 451 |
|