Edgestream Partners’s Southwest Gas SWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-24,595
| Closed | -$1.74M | – | 1061 |
|
|
2024
Q4 | $1.74M | Buy |
+24,595
| New | +$1.74M | 0.07% | 429 |
|
|
2023
Q2 | – | Sell |
-12,695
| Closed | -$793K | – | 906 |
|
|
2023
Q1 | $793K | Sell |
12,695
-1,805
| -12% | -$113K | 0.09% | 336 |
|
|
2022
Q4 | $897K | Sell |
14,500
-58,160
| -80% | -$3.6M | 0.1% | 275 |
|
|
2022
Q3 | $5.07M | Buy |
+72,660
| New | +$5.07M | 0.39% | 77 |
|