SHA
Smith Hayes Advisers’s Southwest Gas SWX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $783K | Hold |
11,893
| – | – | 0.16% | 158 |
|
|
2015
Q4 | $656K | Hold |
11,893
| – | – | 0.14% | 171 |
|
|
2015
Q3 | $694K | Buy |
11,893
+400
| +3% | +$23.3K | 0.15% | 161 |
|
|
2015
Q2 | $612K | Sell |
11,493
-83
| -0.7% | -$4.42K | 0.12% | 178 |
|
|
2015
Q1 | $673K | Sell |
11,576
-100
| -0.9% | -$5.81K | 0.13% | 181 |
|
|
2014
Q4 | $722K | Sell |
11,676
-300
| -3% | -$18.6K | 0.15% | 164 |
|
|
2014
Q3 | $582K | Hold |
11,976
| – | – | 0.14% | 172 |
|
|
2014
Q2 | $632K | Buy |
11,976
+1,325
| +12% | +$69.9K | 0.15% | 156 |
|
|
2014
Q1 | $569K | Hold |
10,651
| – | – | 0.14% | 165 |
|
|
2013
Q4 | $595K | Hold |
10,651
| – | – | 0.2% | 136 |
|
|
2013
Q3 | $533K | Buy |
10,651
+700
| +7% | +$35K | 0.2% | 126 |
|
|
2013
Q2 | $466K | Buy |
+9,951
| New | +$466K | 0.19% | 132 |
|