CIBC Private Wealth Group’s Southwest Gas SWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $181K | Sell |
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|
2025
Q1 | $187K | Buy |
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|
2024
Q4 | $193K | Buy |
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|
2024
Q3 | $193K | Buy |
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|
2024
Q2 | $120K | Buy |
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|
2024
Q1 | $66.9K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $202K | Hold |
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|
2019
Q3 | $242K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $55K | Hold |
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|
2018
Q1 | $49K | Hold |
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|
2017
Q4 | $58K | Buy |
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