Clear Creek Financial Management’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 | $266K | Buy |
3,570
+331
| +10% | +$24.6K | 0.03% | 464 |
|
|
2025
Q1 | $233K | Sell |
3,239
-188
| -5% | -$13.5K | 0.02% | 460 |
|
|
2024
Q4 | $242K | Buy |
3,427
+176
| +5% | +$12.4K | 0.03% | 416 |
|
|
2024
Q3 | $240K | Sell |
3,251
-42
| -1% | -$3.1K | 0.03% | 396 |
|
|
2024
Q2 | $232K | Buy |
3,293
+357
| +12% | +$25.1K | 0.03% | 393 |
|
|
2024
Q1 | $224K | Buy |
+2,936
| New | +$224K | 0.03% | 382 |
|