Tarbox Family Office’s Southwest Gas SWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-15
| Closed | -$1K | – | 1311 |
|
|
2019
Q4 | $1K | Hold |
15
| – | – | ﹤0.01% | 1058 |
|
|
2019
Q3 | $1K | Hold |
15
| – | – | ﹤0.01% | 1012 |
|
|
2019
Q2 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 1019 |
|
|
2015
Q4 | – | Sell |
-360
| Closed | -$21K | – | 579 |
|
|
2015
Q3 | $21K | Hold |
360
| – | – | 0.02% | 149 |
|
|
2015
Q2 | $19K | Sell |
360
-356
| -50% | -$18.8K | 0.02% | 163 |
|
|
2015
Q1 | $42K | Hold |
716
| – | – | 0.04% | 108 |
|
|
2014
Q4 | $44K | Hold |
716
| – | – | 0.04% | 109 |
|
|
2014
Q3 | $35K | Hold |
716
| – | – | 0.03% | 121 |
|
|
2014
Q2 | $37K | Hold |
716
| – | – | 0.03% | 118 |
|
|
2014
Q1 | $38K | Sell |
716
-200
| -22% | -$10.6K | 0.03% | 129 |
|
|
2013
Q4 | $51K | Buy |
+916
| New | +$51K | 0.04% | 130 |
|