Avion Wealth’s Southwest Gas SWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-9
| Closed | – | – | 1334 |
|
|
2023
Q3 | $0 | Hold |
9
| – | – | ﹤0.01% | 1183 |
|
|
2023
Q2 | $0 | Hold |
9
| – | – | ﹤0.01% | 1018 |
|
|
2023
Q1 | $0 | Hold |
9
| – | – | ﹤0.01% | 763 |
|
|
2022
Q4 | $0 | Hold |
9
| – | – | ﹤0.01% | 534 |
|
|
2022
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 486 |
|
|
2022
Q2 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 490 |
|