Clearstead Advisors’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	$4.09K	Buy	55 +35	+175%	+$2.6K	﹤0.01%	2167
2025 Q1	$1.44K	Buy	+20	New	+$1.44K	﹤0.01%	1943
2021 Q2	–	Sell	-4	Closed	–	–	1300
2021 Q1	$0	Buy	+4	New	–	﹤0.01%	1175