VELA Investment Management’s Southwest Gas SWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-10,291
| Closed | -$655K | – | 146 |
|
|
2023
Q2 | $655K | Sell |
10,291
-10,900
| -51% | -$694K | 0.3% | 95 |
|
|
2023
Q1 | $1.32M | Buy |
21,191
+6,401
| +43% | +$400K | 0.6% | 54 |
|
|
2022
Q4 | $915K | Buy |
14,790
+3,207
| +28% | +$198K | 0.45% | 75 |
|
|
2022
Q3 | $808K | Hold |
11,583
| – | – | 0.46% | 74 |
|
|
2022
Q2 | $1.01M | Hold |
11,583
| – | – | 0.58% | 57 |
|
|
2022
Q1 | $907K | Sell |
11,583
-4,268
| -27% | -$334K | 0.57% | 57 |
|
|
2021
Q4 | $1.11M | Buy |
+15,851
| New | +$1.11M | 0.75% | 46 |
|