Ballentine Partners’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	-4,021	Closed	-$243K	–	713
2023 Q3	$243K	Buy	4,021 +70	+2%	+$4.23K	0.01%	494
2023 Q2	$251K	Buy	+3,951	New	+$251K	0.01%	483