Nelson Capital Management’s Southwest Gas SWX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | – | Sell |
-500
| Closed | -$46K | – | 262 |
|
2019
Q3 | $46K | Hold |
500
| – | – | 0.01% | 160 |
|
2019
Q2 | $45K | Hold |
500
| – | – | 0.01% | 156 |
|
2019
Q1 | $41K | Hold |
500
| – | – | 0.01% | 147 |
|
2018
Q4 | $38K | Hold |
500
| – | – | 0.01% | 150 |
|
2018
Q3 | $40K | Hold |
500
| – | – | 0.01% | 144 |
|
2018
Q2 | $38K | Hold |
500
| – | – | 0.01% | 136 |
|
2018
Q1 | $34K | Hold |
500
| – | – | 0.01% | 156 |
|
2017
Q4 | $40K | Buy |
+500
| New | +$40K | 0.01% | 151 |
|
2017
Q3 | – | Sell |
-500
| Closed | -$37K | – | 274 |
|
2017
Q2 | $37K | Hold |
500
| – | – | 0.01% | 142 |
|
2017
Q1 | $41K | Hold |
500
| – | – | 0.01% | 136 |
|
2016
Q4 | $38K | Hold |
500
| – | – | 0.01% | 135 |
|
2016
Q3 | $35K | Hold |
500
| – | – | 0.01% | 137 |
|
2016
Q2 | $39K | Hold |
500
| – | – | 0.01% | 125 |
|
2016
Q1 | $33K | Hold |
500
| – | – | 0.01% | 126 |
|
2015
Q4 | $28K | Hold |
500
| – | – | 0.01% | 138 |
|
2015
Q3 | $29K | Hold |
500
| – | – | 0.01% | 137 |
|
2015
Q2 | $27K | Hold |
500
| – | – | 0.01% | 165 |
|
2015
Q1 | $29K | Hold |
500
| – | – | 0.01% | 157 |
|
2014
Q4 | $31K | Hold |
500
| – | – | 0.01% | 148 |
|
2014
Q3 | $24K | Hold |
500
| – | – | 0.01% | 175 |
|
2014
Q2 | $26K | Hold |
500
| – | – | 0.01% | 157 |
|
2014
Q1 | $27K | Hold |
500
| – | – | 0.01% | 145 |
|
2013
Q4 | $28K | Hold |
500
| – | – | 0.01% | 131 |
|
2013
Q3 | $25K | Hold |
500
| – | – | 0.01% | 132 |
|
2013
Q2 | $23K | Buy |
+500
| New | +$23K | 0.01% | 136 |
|