Choreo LLC’s Southwest Gas SWX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $631K | Buy |
8,484
+1,621
| +24% | +$121K | 0.01% | 771 |
|
2025
Q1 | $493K | Hold |
6,863
| – | – | 0.01% | 840 |
|
2024
Q4 | $482K | Sell |
6,863
-772
| -10% | -$54.2K | 0.01% | 926 |
|
2024
Q3 | $562K | Buy |
7,635
+374
| +5% | +$27.5K | 0.01% | 841 |
|
2024
Q2 | $503K | Buy |
+7,261
| New | +$503K | 0.01% | 805 |
|