RBA
Richard Bernstein Advisors’s Southwest Gas SWX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-27,363
| Closed | -$1.9M | – | 275 |
|
|
2020
Q1 | $1.9M | Hold |
27,363
| – | – | 0.07% | 141 |
|
|
2019
Q4 | $2.08M | Hold |
27,363
| – | – | 0.07% | 173 |
|
|
2019
Q3 | $2.49M | Hold |
27,363
| – | – | 0.08% | 170 |
|
|
2019
Q2 | $2.45M | Buy |
+27,363
| New | +$2.45M | 0.08% | 170 |
|