Next Financial Group’s Southwest Gas SWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-292
| Closed | -$20K | – | 2978 |
|
|
2021
Q3 | $20K | Sell |
292
-70
| -19% | -$4.8K | ﹤0.01% | 1804 |
|
|
2021
Q2 | $24K | Sell |
362
-66
| -15% | -$4.38K | ﹤0.01% | 1682 |
|
|
2021
Q1 | $29K | Buy |
428
+4
| +0.9% | +$271 | ﹤0.01% | 1507 |
|
|
2020
Q4 | $26K | Sell |
424
-72
| -15% | -$4.42K | ﹤0.01% | 1441 |
|
|
2020
Q3 | $31K | Buy |
+496
| New | +$31K | ﹤0.01% | 1255 |
|
|
2020
Q2 | – | Sell |
-488
| Closed | -$34K | – | 1760 |
|
|
2020
Q1 | $34K | Sell |
488
-45
| -8% | -$3.14K | ﹤0.01% | 1108 |
|
|
2019
Q4 | $40K | Buy |
533
+4
| +0.8% | +$300 | ﹤0.01% | 1274 |
|
|
2019
Q3 | $48K | Buy |
529
+8
| +2% | +$726 | 0.01% | 1159 |
|
|
2019
Q2 | $47K | Buy |
+521
| New | +$47K | 0.01% | 1190 |
|
|
2019
Q1 | – | Sell |
-715
| Closed | -$55K | – | 2091 |
|
|
2018
Q4 | $55K | Buy |
+715
| New | +$55K | 0.01% | 777 |
|
|
2017
Q4 | – | Sell |
-520
| Closed | -$42K | – | 1280 |
|
|
2017
Q3 | $42K | Hold |
520
| – | – | 0.01% | 749 |
|
|
2017
Q2 | $38K | Hold |
520
| – | – | 0.01% | 856 |
|
|
2017
Q1 | $44K | Hold |
520
| – | – | 0.01% | 772 |
|
|
2016
Q4 | $40K | Buy |
520
+45
| +9% | +$3.46K | 0.01% | 1054 |
|
|
2016
Q3 | $33K | Buy |
+475
| New | +$33K | 0.01% | 1130 |
|