SAM
Symphony Asset Management’s Southwest Gas SWX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-4,237
| Closed | -$341K | – | 372 |
|
|
2017
Q4 | $341K | Buy |
4,237
+348
| +9% | +$28K | 0.03% | 309 |
|
|
2017
Q3 | $302K | Sell |
3,889
-2,472
| -39% | -$192K | 0.03% | 315 |
|
|
2017
Q2 | $465K | Buy |
6,361
+3,431
| +117% | +$251K | 0.05% | 277 |
|
|
2017
Q1 | $243K | Buy |
+2,930
| New | +$243K | 0.02% | 367 |
|