New York Life Investment Management’s Southwest Gas SWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,910
| Closed | -$374K | – | 1273 |
|
|
2024
Q1 | $374K | Buy |
+4,910
| New | +$374K | ﹤0.01% | 910 |
|
|
2023
Q1 | – | Sell |
-7,243
| Closed | -$448K | – | 1385 |
|
|
2022
Q4 | $448K | Buy |
7,243
+775
| +12% | +$48K | 0.01% | 994 |
|
|
2022
Q3 | $451K | Buy |
6,468
+511
| +9% | +$35.6K | 0.01% | 829 |
|
|
2022
Q2 | $519K | Buy |
+5,957
| New | +$519K | 0.01% | 707 |
|