Sowell Financial Services’s Southwest Gas SWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-372
| Closed | -$26K | – | 2462 |
|
|
2021
Q1 | $26K | Buy |
372
+72
| +24% | +$5.03K | ﹤0.01% | 1942 |
|
|
2020
Q4 | $18K | Hold |
300
| – | – | ﹤0.01% | 1783 |
|
|
2020
Q3 | $19K | Sell |
300
-654
| -69% | -$41.4K | ﹤0.01% | 1588 |
|
|
2020
Q2 | $66K | Sell |
954
-68
| -7% | -$4.7K | ﹤0.01% | 1093 |
|
|
2020
Q1 | $71K | Buy |
+1,022
| New | +$71K | 0.01% | 938 |
|