DiNuzzo Private Wealth’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 | $893 | Buy |
12
+1
| +9% | +$74 | ﹤0.01% | 889 |
|
|
2025
Q1 | $790 | Sell |
11
-2
| -15% | -$144 | ﹤0.01% | 904 |
|
|
2024
Q4 | $920 | Buy |
13
+1
| +8% | +$71 | ﹤0.01% | 878 |
|
|
2024
Q3 | $886 | Buy |
12
+2
| +20% | +$148 | ﹤0.01% | 902 |
|
|
2024
Q2 | $704 | Buy |
10
+1
| +11% | +$70 | ﹤0.01% | 927 |
|
|
2024
Q1 | $686 | Buy |
9
+2
| +29% | +$152 | ﹤0.01% | 866 |
|
|
2023
Q4 | $444 | Buy |
+7
| New | +$444 | ﹤0.01% | 1025 |
|