Reilly 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $56K | Hold |
800
| – | – | ﹤0.01% | 380 |
|
|
2021
Q3 | $54K | Hold |
800
| – | – | ﹤0.01% | 366 |
|
|
2021
Q2 | $53K | Hold |
800
| – | – | ﹤0.01% | 369 |
|
|
2021
Q1 | $55K | Hold |
800
| – | – | ﹤0.01% | 348 |
|
|
2020
Q4 | $49K | Hold |
800
| – | – | ﹤0.01% | 342 |
|
|
2020
Q3 | $50K | Hold |
800
| – | – | 0.01% | 304 |
|
|
2020
Q2 | $55K | Hold |
800
| – | – | 0.01% | 302 |
|
|
2020
Q1 | $56K | Hold |
800
| – | – | 0.01% | 282 |
|
|
2019
Q4 | $61K | Buy |
+800
| New | +$61K | 0.01% | 315 |
|
|
2014
Q2 | – | Sell |
-821
| Closed | -$44K | – | 850 |
|
|
2014
Q1 | $44K | Buy |
+821
| New | +$44K | 0.01% | 293 |
|
|
2013
Q4 | – | Sell |
-400
| Closed | -$20K | – | 863 |
|
|
2013
Q3 | $20K | Buy |
+400
| New | +$20K | 0.01% | 349 |
|