DAM
Delta Asset Management’s Southwest Gas SWX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.72K | Hold |
50
| – | – | ﹤0.01% | 506 |
|
|
2025
Q1 | $3.59K | Hold |
50
| – | – | ﹤0.01% | 513 |
|
|
2024
Q4 | $3.54K | Hold |
50
| – | – | ﹤0.01% | 523 |
|
|
2024
Q3 | $3.69K | Hold |
50
| – | – | ﹤0.01% | 524 |
|
|
2024
Q2 | $3.52K | Hold |
50
| – | – | ﹤0.01% | 520 |
|
|
2024
Q1 | $3.81K | Hold |
50
| – | – | ﹤0.01% | 532 |
|
|
2023
Q4 | $3.17K | Sell |
50
-50
| -50% | -$3.17K | ﹤0.01% | 552 |
|
|
2023
Q3 | $6.05K | Hold |
100
| – | – | ﹤0.01% | 500 |
|
|
2023
Q2 | $6.37K | Hold |
100
| – | – | ﹤0.01% | 504 |
|
|
2023
Q1 | $6.25K | Hold |
100
| – | – | ﹤0.01% | 481 |
|
|
2022
Q4 | $6.19K | Buy |
+100
| New | +$6.19K | ﹤0.01% | 491 |
|
|
2022
Q1 | – | Sell |
-150
| Closed | -$11K | – | 527 |
|
|
2021
Q4 | $11K | Hold |
150
| – | – | ﹤0.01% | 444 |
|
|
2021
Q3 | $10K | Hold |
150
| – | – | ﹤0.01% | 456 |
|
|
2021
Q2 | $10K | Hold |
150
| – | – | ﹤0.01% | 465 |
|
|
2021
Q1 | $10K | Hold |
150
| – | – | ﹤0.01% | 451 |
|
|
2020
Q4 | $9K | Hold |
150
| – | – | ﹤0.01% | 455 |
|
|
2020
Q3 | $9K | Hold |
150
| – | – | ﹤0.01% | 419 |
|
|
2020
Q2 | $10K | Sell |
150
-50
| -25% | -$3.33K | ﹤0.01% | 410 |
|
|
2020
Q1 | $14K | Buy |
+200
| New | +$14K | ﹤0.01% | 355 |
|