WBI Investments’s Southwest Gas SWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-26,180
| Closed | -$1.88M | – | 323 |
|
|
2025
Q1 | $1.88M | Buy |
+26,180
| New | +$1.88M | 0.49% | 59 |
|
|
2018
Q3 | – | Sell |
-28,907
| Closed | -$2.21M | – | 332 |
|
|
2018
Q2 | $2.21M | Buy |
+28,907
| New | +$2.21M | 0.12% | 120 |
|
|
2016
Q3 | – | Sell |
-21,702
| Closed | -$1.71M | – | 318 |
|
|
2016
Q2 | $1.71M | Buy |
+21,702
| New | +$1.71M | 0.06% | 118 |
|