Beacon Pointe Advisors’s Southwest Gas SWX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,739
Closed -$202K 1250
2024
Q3
$202K Buy
+2,739
New +$202K ﹤0.01% 1141
2024
Q2
Sell
-2,759
Closed -$210K 1341
2024
Q1
$210K Buy
+2,759
New +$210K ﹤0.01% 1233