Disciplined Investments’s Southwest Gas SWX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-9
Closed -$573 1366
2023
Q2
$573 Hold
9
﹤0.01% 1183
2023
Q1
$562 Sell
9
-1
-10% -$62 ﹤0.01% 1193
2022
Q4
$619 Buy
10
+1
+11% +$62 ﹤0.01% 1110
2022
Q3
$1K Buy
+9
New +$1K ﹤0.01% 1088