Stanford Investment Group’s Southwest Gas SWX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q1 | – | Sell |
-492
| Closed | -$38K | – | 256 |
|
2016
Q4 | $38K | Hold |
492
| – | – | 0.02% | 169 |
|
2016
Q3 | $34K | Hold |
492
| – | – | 0.02% | 196 |
|
2016
Q2 | $39K | Hold |
492
| – | – | 0.02% | 168 |
|
2016
Q1 | $32K | Hold |
492
| – | – | 0.02% | 192 |
|
2015
Q4 | $27K | Hold |
492
| – | – | 0.01% | 192 |
|
2015
Q3 | $29K | Hold |
492
| – | – | 0.02% | 184 |
|
2015
Q2 | $26K | Hold |
492
| – | – | 0.02% | 203 |
|
2015
Q1 | $29K | Hold |
492
| – | – | 0.02% | 194 |
|
2014
Q4 | $30K | Buy |
+492
| New | +$30K | 0.03% | 190 |
|