Arista Wealth Management’s Southwest Gas SWX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-4,961
Closed -$316K 59
2023
Q2
$316K Sell
4,961
-20
-0.4% -$1.27K 0.13% 43
2023
Q1
$311K Hold
4,981
0.17% 44
2022
Q4
$308K Buy
+4,981
New +$308K 0.19% 47