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Confluence Wealth Management’s Southwest Gas SWX Stock Holding History

Confluence Wealth Management’s Portfolio SWX Stock Details SWX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-4,500
Closed -$238K – 116
2014
Q2 		$238K Buy
+4,500
New +$238K 0.14% 123