Tidal Investments’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 |
-10,779
| Closed | -$795K | – | 1896 |
|
2024
Q3 | $795K | Buy |
10,779
+3,550
| +49% | +$262K | 0.01% | 1100 |
|
2024
Q2 | $509K | Buy |
+7,229
| New | +$509K | 0.01% | 1284 |
|
2023
Q4 | – | Sell |
-6,746
| Closed | -$408K | – | 1498 |
|
2023
Q3 | $408K | Buy |
6,746
+12
| +0.2% | +$725 | 0.01% | 937 |
|
2023
Q2 | $429K | Buy |
+6,734
| New | +$429K | 0.01% | 897 |
|