Shelton Capital Management’s Southwest Gas SWX Stock Holding History

Shelton Capital Management’s Portfolio SWX Stock Details SWX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-2,628	Closed	-$200K	–	751
2024 Q1	$200K	Buy	+2,628	New	+$200K	0.01%	710
2023 Q3	–	Sell	-3,218	Closed	-$205K	–	734
2023 Q2	$205K	Hold	3,218	–	–	0.01%	680
2023 Q1	$201K	Buy	+3,218	New	+$201K	0.01%	687
2022 Q4	–	Sell	-3,218	Closed	-$224K	–	727
2022 Q3	$224K	Hold	3,218	–	–	0.01%	578
2022 Q2	$280K	Hold	3,218	–	–	0.01%	502
2022 Q1	$252K	Hold	3,218	–	–	0.01%	643
2021 Q4	$225K	Hold	3,218	–	–	0.01%	726
2021 Q3	$215K	Hold	3,218	–	–	0.01%	732
2021 Q2	$213K	Hold	3,218	–	–	0.01%	766
2021 Q1	$221K	Buy	+3,218	New	+$221K	0.01%	719
2020 Q4	–	Sell	-3,218	Closed	-$203K	–	808
2020 Q3	$203K	Hold	3,218	–	–	0.01%	684
2020 Q2	$222K	Hold	3,218	–	–	0.01%	551
2020 Q1	$224K	Hold	3,218	–	–	0.02%	499
2019 Q4	$244K	Hold	3,218	–	–	0.01%	647
2019 Q3	$293K	Hold	3,218	–	–	0.02%	536
2019 Q2	$288K	Buy	3,218 +2,953	+1,114%	+$264K	0.02%	560
2019 Q1	$3.22K	Sell	265 -2,953	-92%	-$35.9K	0.01%	703
2018 Q4	$246K	Hold	3,218	–	–	0.02%	582
2018 Q3	$254K	Hold	3,218	–	–	0.01%	703
2018 Q2	$245K	Hold	3,218	–	–	0.02%	687
2018 Q1	$218K	Hold	3,218	–	–	0.01%	731
2017 Q4	$259K	Hold	3,218	–	–	0.02%	663
2017 Q3	$250K	Hold	3,218	–	–	0.02%	659
2017 Q2	$235K	Hold	3,218	–	–	0.02%	731
2017 Q1	$267K	Sell	3,218 -3,974	-55%	-$330K	0.02%	633
2016 Q4	$551K	Hold	7,192	–	–	0.04%	330
2016 Q3	$502K	Buy	7,192 +3,218	+81%	+$225K	0.04%	362
2016 Q2	$313K	Hold	3,974	–	–	0.03%	529
2016 Q1	$262K	Buy	3,974 +265	+7%	+$17.5K	0.02%	612
2015 Q4	$205K	Hold	3,709	–	–	0.02%	692
2015 Q3	$216K	Buy	+3,709	New	+$216K	0.02%	667
2015 Q2	–	Sell	-3,709	Closed	-$216K	–	795
2015 Q1	$216K	Hold	3,709	–	–	0.02%	732
2014 Q4	$229K	Buy	+3,709	New	+$229K	0.03%	703