Plante Moran Financial Advisors’s Southwest Gas SWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-72
| Closed | -$5K | – | 960 |
|
|
2018
Q1 | $5K | Hold |
72
| – | – | ﹤0.01% | 730 |
|
|
2017
Q4 | $6K | Hold |
72
| – | – | ﹤0.01% | 687 |
|
|
2017
Q3 | $6K | Hold |
72
| – | – | ﹤0.01% | 634 |
|
|
2017
Q2 | $5K | Hold |
72
| – | – | ﹤0.01% | 669 |
|
|
2017
Q1 | $6K | Buy |
+72
| New | +$6K | ﹤0.01% | 680 |
|