Valeo Financial Advisors’s Southwest Gas SWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,248
| Closed | -$86K | – | 1573 |
|
|
2021
Q1 | $86K | Buy |
1,248
+36
| +3% | +$2.48K | ﹤0.01% | 645 |
|
|
2020
Q4 | $74K | Buy |
1,212
+10
| +0.8% | +$611 | ﹤0.01% | 637 |
|
|
2020
Q3 | $76K | Hold |
1,202
| – | – | 0.01% | 525 |
|
|
2020
Q2 | $83K | Hold |
1,202
| – | – | 0.01% | 545 |
|
|
2020
Q1 | $94K | Hold |
1,202
| – | – | 0.01% | 431 |
|
|
2019
Q4 | $91K | Hold |
1,202
| – | – | 0.01% | 477 |
|
|
2019
Q3 | $109K | Hold |
1,202
| – | – | 0.01% | 416 |
|
|
2019
Q2 | $108K | Hold |
1,202
| – | – | 0.01% | 414 |
|
|
2019
Q1 | $99K | Hold |
1,202
| – | – | 0.01% | 412 |
|
|
2018
Q4 | $92K | Hold |
1,202
| – | – | 0.01% | 392 |
|
|
2018
Q3 | $93K | Hold |
1,202
| – | – | 0.01% | 411 |
|
|
2018
Q2 | $94K | Hold |
1,202
| – | – | 0.01% | 405 |
|
|
2018
Q1 | $81K | Hold |
1,202
| – | – | 0.01% | 399 |
|
|
2017
Q4 | $97K | Hold |
1,202
| – | – | 0.02% | 345 |
|
|
2017
Q3 | $93K | Buy |
+1,202
| New | +$93K | 0.02% | 301 |
|