Raymond James Trust’s Southwest Gas SWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-2,800
| Closed | -$214K | – | 906 |
|
|
2018
Q4 | $214K | Sell |
2,800
-17
| -0.6% | -$1.3K | 0.01% | 714 |
|
|
2018
Q3 | $222K | Buy |
+2,817
| New | +$222K | 0.01% | 768 |
|
|
2017
Q2 | – | Sell |
-2,617
| Closed | -$217K | – | 739 |
|
|
2017
Q1 | $217K | Hold |
2,617
| – | – | 0.02% | 620 |
|
|
2016
Q4 | $200K | Buy |
+2,617
| New | +$200K | 0.02% | 649 |
|