SEI Trust Company’s Southwest Gas SWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-190
| Closed | -$10K | – | 1683 |
|
|
2014
Q2 | $10K | Sell |
190
-481
| -72% | -$25.3K | ﹤0.01% | 1615 |
|
|
2014
Q1 | $36K | Sell |
671
-1,117
| -62% | -$59.9K | ﹤0.01% | 1576 |
|
|
2013
Q4 | $100K | Buy |
1,788
+540
| +43% | +$30.2K | ﹤0.01% | 1516 |
|
|
2013
Q3 | $62K | Buy |
+1,248
| New | +$62K | ﹤0.01% | 1484 |
|