Wealthfront’s Southwest Gas SWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-341
| Closed | -$20K | – | 954 |
|
|
2015
Q3 | $20K | Buy |
341
+194
| +132% | +$11.4K | ﹤0.01% | 753 |
|
|
2015
Q2 | $8K | Buy |
147
+72
| +96% | +$3.92K | ﹤0.01% | 925 |
|
|
2015
Q1 | $4K | Buy |
75
+74
| +7,400% | +$3.95K | ﹤0.01% | 858 |
|
|
2014
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 965 |
|