YorkBridge Wealth Partners’s Southwest Gas SWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,122
| Closed | -$101K | – | 584 |
|
|
2019
Q2 | $101K | Sell |
1,122
-46
| -4% | -$4.14K | 0.04% | 285 |
|
|
2019
Q1 | $96K | Sell |
1,168
-151
| -11% | -$12.4K | 0.04% | 282 |
|
|
2018
Q4 | $101K | Hold |
1,319
| – | – | 0.05% | 243 |
|
|
2018
Q3 | $104K | Buy |
1,319
+1
| +0.1% | +$79 | 0.05% | 275 |
|
|
2018
Q2 | $101K | Buy |
1,318
+10
| +0.8% | +$766 | 0.04% | 290 |
|
|
2018
Q1 | $90K | Buy |
1,308
+45
| +4% | +$3.1K | 0.04% | 304 |
|
|
2017
Q4 | $88K | Sell |
1,263
-7
| -0.6% | -$488 | 0.04% | 309 |
|
|
2017
Q3 | $99K | Buy |
1,270
+2
| +0.2% | +$156 | 0.05% | 283 |
|
|
2017
Q2 | $94K | Hold |
1,268
| – | – | 0.05% | 286 |
|
|
2017
Q1 | $106K | Buy |
1,268
+160
| +14% | +$13.4K | 0.06% | 245 |
|
|
2016
Q4 | $83K | Buy |
+1,108
| New | +$83K | 0.05% | 270 |
|