Sagefield Capital’s Southwest Gas SWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-27,767
| Closed | -$2.11M | – | 101 |
|
|
2024
Q1 | $2.11M | Sell |
27,767
-76,174
| -73% | -$5.8M | 0.26% | 64 |
|
|
2023
Q4 | $6.58M | Buy |
103,941
+23,544
| +29% | +$1.49M | 0.85% | 26 |
|
|
2023
Q3 | $4.86M | Buy |
80,397
+20,770
| +35% | +$1.25M | 0.68% | 38 |
|
|
2023
Q2 | $3.8M | Buy |
59,627
+15,874
| +36% | +$1.01M | 0.81% | 35 |
|
|
2023
Q1 | $2.73M | Buy |
43,753
+24,533
| +128% | +$1.53M | 0.63% | 37 |
|
|
2022
Q4 | $1.19M | Buy |
+19,220
| New | +$1.19M | 0.3% | 55 |
|