Omnia 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 |
-17
| Closed | -$1K | – | 466 |
|
|
2019
Q1 | $1K | Hold |
17
| – | – | ﹤0.01% | 564 |
|
|
2018
Q4 | $1K | Hold |
17
| – | – | ﹤0.01% | 534 |
|
|
2018
Q3 | $1K | Hold |
17
| – | – | ﹤0.01% | 558 |
|
|
2018
Q2 | $1K | Hold |
17
| – | – | ﹤0.01% | 539 |
|
|
2018
Q1 | $1K | Hold |
17
| – | – | ﹤0.01% | 571 |
|
|
2017
Q4 | $1K | Hold |
17
| – | – | ﹤0.01% | 581 |
|
|
2017
Q3 | $1K | Hold |
17
| – | – | ﹤0.01% | 594 |
|
|
2017
Q2 | $1K | Hold |
17
| – | – | ﹤0.01% | 683 |
|
|
2017
Q1 | $1K | Hold |
17
| – | – | ﹤0.01% | 686 |
|
|
2016
Q4 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 709 |
|