Zacks Investment 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 |
-4,959
| Closed | -$301K | – | 579 |
|
|
2020
Q4 | $301K | Sell |
4,959
-180
| -4% | -$10.9K | 0.01% | 466 |
|
|
2020
Q3 | $324K | Sell |
5,139
-1,329
| -21% | -$83.8K | 0.01% | 450 |
|
|
2020
Q2 | $447K | Buy |
+6,468
| New | +$447K | 0.01% | 399 |
|
|
2018
Q4 | – | Sell |
-3,056
| Closed | -$242K | – | 582 |
|
|
2018
Q3 | $242K | Buy |
+3,056
| New | +$242K | 0.01% | 481 |
|
|
2016
Q1 | – | Sell |
-40,730
| Closed | -$2.25M | – | 683 |
|
|
2015
Q4 | $2.25M | Buy |
+40,730
| New | +$2.25M | 0.07% | 186 |
|
|
2014
Q3 | – | Sell |
-14,255
| Closed | -$753K | – | 747 |
|
|
2014
Q2 | $753K | Sell |
14,255
-1,500
| -10% | -$79.2K | 0.03% | 318 |
|
|
2014
Q1 | $842K | Buy |
15,755
+3,509
| +29% | +$188K | 0.03% | 287 |
|
|
2013
Q4 | $685K | Buy |
12,246
+3,258
| +36% | +$182K | 0.03% | 309 |
|
|
2013
Q3 | $449K | Buy |
8,988
+3,988
| +80% | +$199K | 0.02% | 375 |
|
|
2013
Q2 | $234K | Buy |
+5,000
| New | +$234K | 0.01% | 539 |
|