TWA
TCI Wealth Advisors’s Southwest Gas SWX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-301
| Closed | -$18.8K | – | 2004 |
|
|
2023
Q1 | $18.8K | Sell |
301
-179
| -37% | -$11.2K | ﹤0.01% | 745 |
|
|
2022
Q4 | $29.7K | Sell |
480
-45
| -9% | -$2.79K | ﹤0.01% | 547 |
|
|
2022
Q3 | $37K | Buy |
525
+4
| +0.8% | +$282 | 0.01% | 455 |
|
|
2022
Q2 | $45K | Buy |
521
+255
| +96% | +$22K | 0.01% | 396 |
|
|
2022
Q1 | $21K | Hold |
266
| – | – | ﹤0.01% | 687 |
|
|
2021
Q4 | $19K | Sell |
266
-402
| -60% | -$28.7K | ﹤0.01% | 743 |
|
|
2021
Q3 | $45K | Buy |
668
+305
| +84% | +$20.5K | 0.01% | 440 |
|
|
2021
Q2 | $24K | Hold |
363
| – | – | ﹤0.01% | 544 |
|
|
2021
Q1 | $25K | Buy |
363
+48
| +15% | +$3.31K | 0.01% | 500 |
|
|
2020
Q4 | $19K | Sell |
315
-43
| -12% | -$2.59K | 0.01% | 486 |
|
|
2020
Q3 | $23K | Hold |
358
| – | – | 0.01% | 409 |
|
|
2020
Q2 | $25K | Hold |
358
| – | – | 0.01% | 395 |
|
|
2020
Q1 | $25K | Hold |
358
| – | – | 0.01% | 411 |
|
|
2019
Q4 | $27K | Sell |
358
-3
| -0.8% | -$226 | 0.01% | 494 |
|
|
2019
Q3 | $33K | Sell |
361
-46
| -11% | -$4.21K | 0.01% | 399 |
|
|
2019
Q2 | $36K | Buy |
407
+115
| +39% | +$10.2K | 0.02% | 365 |
|
|
2019
Q1 | $24K | Sell |
292
-31
| -10% | -$2.55K | 0.01% | 460 |
|
|
2018
Q4 | $25K | Hold |
323
| – | – | 0.01% | 429 |
|
|
2018
Q3 | $26K | Sell |
323
-105
| -25% | -$8.45K | 0.01% | 439 |
|
|
2018
Q2 | $33K | Buy |
428
+116
| +37% | +$8.94K | 0.01% | 397 |
|
|
2018
Q1 | $21K | Hold |
312
| – | – | 0.01% | 478 |
|
|
2017
Q4 | $25K | Sell |
312
-7
| -2% | -$561 | 0.01% | 456 |
|
|
2017
Q3 | $25K | Sell |
319
-31
| -9% | -$2.43K | 0.01% | 423 |
|
|
2017
Q2 | $26K | Sell |
350
-7
| -2% | -$520 | 0.01% | 421 |
|
|
2017
Q1 | $30K | Hold |
357
| – | – | 0.02% | 381 |
|
|
2016
Q4 | $27K | Sell |
357
-8
| -2% | -$605 | 0.01% | 432 |
|
|
2016
Q3 | $25K | Sell |
365
-33
| -8% | -$2.26K | 0.01% | 405 |
|
|
2016
Q2 | $31K | Buy |
398
+349
| +712% | +$27.2K | 0.02% | 352 |
|
|
2016
Q1 | $3K | Sell |
49
-10
| -17% | -$612 | ﹤0.01% | 865 |
|
|
2015
Q4 | $3K | Buy |
59
+10
| +20% | +$508 | ﹤0.01% | 816 |
|
|
2015
Q3 | $3K | Hold |
49
| – | – | ﹤0.01% | 743 |
|
|
2015
Q2 | $3K | Buy |
+49
| New | +$3K | ﹤0.01% | 752 |
|
|
2015
Q1 | – | Sell |
-49
| Closed | -$3K | – | 950 |
|
|
2014
Q4 | $3K | Sell |
49
-51
| -51% | -$3.12K | ﹤0.01% | 681 |
|
|
2014
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 573 |
|
|
2014
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 600 |
|
|
2014
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 563 |
|
|
2013
Q4 | $6K | Hold |
100
| – | – | ﹤0.01% | 521 |
|
|
2013
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 490 |
|
|
2013
Q2 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 462 |
|