CIBC Private Wealth Group’s Southwest Gas SWX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $181K | Sell |
2,430
-361
| -13% | -$26.8K | ﹤0.01% | 1164 |
|
|
2025
Q1 | $187K | Buy |
2,791
+50
| +2% | +$3.36K | ﹤0.01% | 1102 |
|
|
2024
Q4 | $193K | Buy |
2,741
+130
| +5% | +$9.14K | ﹤0.01% | 1172 |
|
|
2024
Q3 | $193K | Buy |
2,611
+896
| +52% | +$66.1K | ﹤0.01% | 1205 |
|
|
2024
Q2 | $120K | Buy |
1,715
+830
| +94% | +$58.1K | ﹤0.01% | 1327 |
|
|
2024
Q1 | $66.9K | Buy |
+885
| New | +$66.9K | ﹤0.01% | 1545 |
|
|
2020
Q1 | – | Sell |
-2,656
| Closed | -$202K | – | 931 |
|
|
2019
Q4 | $202K | Hold |
2,656
| – | – | ﹤0.01% | 872 |
|
|
2019
Q3 | $242K | Buy |
+2,656
| New | +$242K | ﹤0.01% | 825 |
|
|
2018
Q3 | – | Sell |
-720
| Closed | -$55K | – | 1637 |
|
|
2018
Q2 | $55K | Hold |
720
| – | – | ﹤0.01% | 1148 |
|
|
2018
Q1 | $49K | Hold |
720
| – | – | ﹤0.01% | 1164 |
|
|
2017
Q4 | $58K | Buy |
+720
| New | +$58K | ﹤0.01% | 1143 |
|