Weld Capital Management’s Southwest Gas SWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-3,962
| Closed | -$241K | – | 539 |
|
|
2020
Q4 | $241K | Buy |
+3,962
| New | +$241K | 0.09% | 342 |
|
|
2020
Q1 | – | Sell |
-8,219
| Closed | -$624K | – | 697 |
|
|
2019
Q4 | $624K | Buy |
8,219
+4,189
| +104% | +$318K | 0.12% | 283 |
|
|
2019
Q3 | $367K | Sell |
4,030
-969
| -19% | -$88.2K | 0.07% | 498 |
|
|
2019
Q2 | $448K | Buy |
+4,999
| New | +$448K | 0.08% | 418 |
|