Piedmont Investment Advisors’s Southwest Gas SWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-5,016
| Closed | -$349K | – | 613 |
|
|
2020
Q1 | $349K | Sell |
5,016
-6
| -0.1% | -$417 | 0.01% | 542 |
|
|
2019
Q4 | $382K | Sell |
5,022
-748
| -13% | -$56.9K | 0.01% | 642 |
|
|
2019
Q3 | $525K | Sell |
5,770
-1,068
| -16% | -$97.2K | 0.02% | 501 |
|
|
2019
Q2 | $613K | Buy |
6,838
+3,808
| +126% | +$341K | 0.02% | 457 |
|
|
2019
Q1 | $249K | Buy |
+3,030
| New | +$249K | 0.01% | 934 |
|
|
2018
Q3 | – | Sell |
-839
| Closed | -$64K | – | 2124 |
|
|
2018
Q2 | $64K | Buy |
+839
| New | +$64K | ﹤0.01% | 1208 |
|