Systematic Financial Management’s Southwest Gas SWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,058
| Closed | -$373K | – | 319 |
|
|
2024
Q3 | $373K | Buy |
+5,058
| New | +$373K | 0.01% | 290 |
|
|
2017
Q1 | – | Sell |
-23,030
| Closed | -$1.77M | – | 691 |
|
|
2016
Q4 | $1.77M | Buy |
23,030
+185
| +0.8% | +$14.2K | 0.03% | 437 |
|
|
2016
Q3 | $1.6M | Sell |
22,845
-2,425
| -10% | -$169K | 0.02% | 491 |
|
|
2016
Q2 | $1.99M | Sell |
25,270
-1,635
| -6% | -$129K | 0.03% | 319 |
|
|
2016
Q1 | $1.77M | Sell |
26,905
-6,355
| -19% | -$418K | 0.02% | 385 |
|
|
2015
Q4 | $1.83M | Sell |
33,260
-6,690
| -17% | -$369K | 0.02% | 352 |
|
|
2015
Q3 | $2.33M | Sell |
39,950
-7,340
| -16% | -$428K | 0.02% | 344 |
|
|
2015
Q2 | $2.52M | Buy |
47,290
+5,180
| +12% | +$276K | 0.02% | 430 |
|
|
2015
Q1 | $2.45M | Buy |
+42,110
| New | +$2.45M | 0.02% | 477 |
|