Keeley Small-Mid Cap Value Fund SWX Holdings History
Keeley Small-Mid Cap Value Fund's Southwest Gas Holdings Inc Holding Summary
As of 2025-03-31, Keeley Funds, Inc. held 6,185.00 shares of Southwest Gas Holdings Inc(SWX), totaling $444,080.00. This investment constitutes 1.78% of their stock portfolio, and Keeley Funds, Inc. now holds 0.01% of the outstanding Southwest Gas Holdings Inc(SWX) stock.
The initial trade took place in 2023Q2. And since then Keeley Small-Mid Cap Value Fund has made 4 purchases of SWX, at an average price of $61.34, for a total of 6,782.00 shares. In addition, there have been 2 sales at an average price of $72.93 for 597.00 shares. Based on historical transaction data and SWX's current price of $73.90, Keeley Small-Mid Cap Value Fund's estimated gain on his SWX holdings is $84,619.86, reflecting a 20.34% gain to date.
Keeley Small-Mid Cap Value Fund SWX ($73.90) Holding Chart
Keeley Small-Mid Cap Value Fund SWX ($73.90) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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