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Balasa Dinverno & Foltz’s Southwest Gas SWX Stock Holding History

Balasa Dinverno & Foltz’s Portfolio SWX Stock Details SWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-3,437
Closed -$227K – 344
2021
Q2 		$227K Buy
+3,437
New +$235K 0.02% 302

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