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Valeo Financial Advisors’s Southwest Gas SWX Stock Holding History

Valeo Financial Advisors’s Portfolio SWX Stock Details SWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-1,248
Closed -$86K – 1669
2021
Q1 		$86K Buy
1,248
+36
+3% +$2.28K ﹤0.01% 668
2020
Q4 		$74K Buy
1,212
+10
+0.8% +$659 ﹤0.01% 653
2020
Q3 		$76K Hold
1,202
– – 0.01% 541
2020
Q2 		$83K Hold
1,202
– – 0.01% 568
2020
Q1 		$94K Hold
1,202
– – 0.01% 440
2019
Q4 		$91K Hold
1,202
– – 0.01% 478
2019
Q3 		$109K Hold
1,202
– – 0.01% 416
2019
Q2 		$108K Hold
1,202
– – 0.01% 415
2019
Q1 		$99K Hold
1,202
– – 0.01% 413
2018
Q4 		$92K Hold
1,202
– – 0.01% 394
2018
Q3 		$93K Hold
1,202
– – 0.01% 412
2018
Q2 		$94K Hold
1,202
– – 0.01% 406
2018
Q1 		$81K Hold
1,202
– – 0.01% 401
2017
Q4 		$97K Hold
1,202
– – 0.02% 345
2017
Q3 		$93K Buy
+1,202
New +$95.1K 0.02% 303

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State Street
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AllianceBernstein
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Invesco
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GF
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return