Personal Capital Advisors’s Southwest Gas SWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $10.8M | Buy |
174,549
+6,788
| +4% | +$420K | 0.05% | 172 |
|
|
2022
Q3 | $11.7M | Buy |
167,761
+4,692
| +3% | +$327K | 0.06% | 151 |
|
|
2022
Q2 | $14.2M | Sell |
163,069
-17,538
| -10% | -$1.53M | 0.07% | 138 |
|
|
2022
Q1 | $14.1M | Buy |
180,607
+7,781
| +5% | +$609K | 0.07% | 142 |
|
|
2021
Q4 | $12.1M | Buy |
172,826
+5,960
| +4% | +$419K | 0.06% | 164 |
|
|
2021
Q3 | $11.2M | Buy |
166,866
+7,393
| +5% | +$494K | 0.06% | 159 |
|
|
2021
Q2 | $10.6M | Buy |
159,473
+16,045
| +11% | +$1.06M | 0.05% | 163 |
|
|
2021
Q1 | $9.86M | Buy |
143,428
+60,219
| +72% | +$4.14M | 0.06% | 160 |
|
|
2020
Q4 | $5.06M | Buy |
83,209
+17,113
| +26% | +$1.04M | 0.03% | 189 |
|
|
2020
Q3 | $4.17M | Sell |
66,096
-19,776
| -23% | -$1.25M | 0.03% | 187 |
|
|
2020
Q2 | $5.93M | Buy |
85,872
+3,282
| +4% | +$227K | 0.05% | 150 |
|
|
2020
Q1 | $5.75M | Buy |
82,590
+6,797
| +9% | +$473K | 0.06% | 150 |
|
|
2019
Q4 | $5.76M | Buy |
75,793
+6,228
| +9% | +$473K | 0.05% | 152 |
|
|
2019
Q3 | $6.33M | Buy |
69,565
+4,446
| +7% | +$405K | 0.06% | 140 |
|
|
2019
Q2 | $5.84M | Buy |
65,119
+6,315
| +11% | +$566K | 0.06% | 140 |
|
|
2019
Q1 | $4.84M | Buy |
58,804
+5,786
| +11% | +$476K | 0.05% | 140 |
|
|
2018
Q4 | $4.06M | Buy |
53,018
+3,995
| +8% | +$306K | 0.05% | 142 |
|
|
2018
Q3 | $3.87M | Buy |
49,023
+4,707
| +11% | +$372K | 0.05% | 146 |
|
|
2018
Q2 | $3.38M | Buy |
44,316
+8,035
| +22% | +$613K | 0.05% | 144 |
|
|
2018
Q1 | $2.45M | Buy |
36,281
+15,505
| +75% | +$1.05M | 0.04% | 151 |
|
|
2017
Q4 | $1.67M | Buy |
+20,776
| New | +$1.67M | 0.03% | 165 |
|