Zeke Capital Advisors’s Southwest Gas SWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $340K | Buy |
5,491
+35
| +0.6% | +$2.17K | 0.02% | 311 |
|
|
2022
Q3 | $381K | Sell |
5,456
-363
| -6% | -$25.3K | 0.03% | 260 |
|
|
2022
Q2 | $507K | Hold |
5,819
| – | – | 0.03% | 217 |
|
|
2022
Q1 | $456K | Hold |
5,819
| – | – | 0.02% | 249 |
|
|
2021
Q4 | $408K | Buy |
5,819
+364
| +7% | +$25.5K | 0.02% | 181 |
|
|
2021
Q3 | $365K | Sell |
5,455
-90
| -2% | -$6.02K | 0.02% | 184 |
|
|
2021
Q2 | $367K | Buy |
5,545
+456
| +9% | +$30.2K | 0.02% | 180 |
|
|
2021
Q1 | $350K | Buy |
+5,089
| New | +$350K | 0.02% | 171 |
|
|
2020
Q2 | – | Sell |
-3,531
| Closed | -$246K | – | 260 |
|
|
2020
Q1 | $246K | Buy |
+3,531
| New | +$246K | 0.07% | 166 |
|
|
2018
Q1 | – | Sell |
-2,885
| Closed | -$232K | – | 689 |
|
|
2017
Q4 | $232K | Buy |
+2,885
| New | +$232K | 0.02% | 465 |
|