Shelter Harbor Advisors’s Southwest Gas SWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-75,000
| Closed | -$5.7M | – | 17 |
|
|
2019
Q4 | $5.7M | Buy |
+75,000
| New | +$5.7M | 2.97% | 14 |
|
|
2019
Q2 | – | Sell |
-50,000
| Closed | -$4.11M | – | 32 |
|
|
2019
Q1 | $4.11M | Buy |
+50,000
| New | +$4.11M | 2.08% | 21 |
|
|
2018
Q2 | – | Sell |
-50,000
| Closed | -$3.38M | – | 30 |
|
|
2018
Q1 | $3.38M | Buy |
+50,000
| New | +$3.38M | 1.72% | 20 |
|