Sageworth Trust’s Southwest Gas SWX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-36
| Closed | -$3K | – | 729 |
|
2021
Q4 | $3K | Sell |
36
-124
| -78% | -$10.3K | ﹤0.01% | 542 |
|
2021
Q3 | $11K | Hold |
160
| – | – | ﹤0.01% | 539 |
|
2021
Q2 | $11K | Sell |
160
-140
| -47% | -$9.63K | ﹤0.01% | 575 |
|
2021
Q1 | $21K | Hold |
300
| – | – | ﹤0.01% | 229 |
|
2020
Q4 | $18K | Hold |
300
| – | – | ﹤0.01% | 164 |
|
2020
Q3 | $19K | Hold |
300
| – | – | ﹤0.01% | 117 |
|
2020
Q2 | $21K | Hold |
300
| – | – | ﹤0.01% | 111 |
|
2020
Q1 | $21K | Hold |
300
| – | – | ﹤0.01% | 100 |
|
2019
Q4 | $23K | Hold |
300
| – | – | ﹤0.01% | 121 |
|
2019
Q3 | $27K | Hold |
300
| – | – | ﹤0.01% | 110 |
|
2019
Q2 | $27K | Hold |
300
| – | – | ﹤0.01% | 111 |
|
2019
Q1 | $25K | Buy |
+300
| New | +$25K | ﹤0.01% | 131 |
|