Wealthspire Advisors (Maryland)’s Southwest Gas SWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-278
| Closed | -$23K | – | 1870 |
|
|
2019
Q1 | $23K | Sell |
278
-101
| -27% | -$8.36K | ﹤0.01% | 1223 |
|
|
2018
Q4 | $29K | Sell |
379
-544
| -59% | -$41.6K | ﹤0.01% | 1077 |
|
|
2018
Q3 | $73K | Sell |
923
-206
| -18% | -$16.3K | 0.01% | 815 |
|
|
2018
Q2 | $86K | Buy |
1,129
+1,068
| +1,751% | +$81.4K | 0.01% | 766 |
|
|
2018
Q1 | $4K | Buy |
61
+57
| +1,425% | +$3.74K | ﹤0.01% | 1933 |
|
|
2017
Q4 | $0 | Buy |
+4
| New | – | ﹤0.01% | 2597 |
|