Ellevest Inc’s Southwest Gas SWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-3,327
| Closed | -$261K | – | 455 |
|
|
2025
Q3 | $261K | Buy |
+3,327
| New | +$259K | 0.04% | 363 |
|
|
2024
Q2 | – | Sell |
-2,656
| Closed | -$202K | – | 425 |
|
|
2024
Q1 | $202K | Sell |
2,656
-583
| -18% | -$37.8K | 0.01% | 375 |
|
|
2023
Q4 | $205K | Buy |
+3,239
| New | +$195K | 0.01% | 363 |
|
|
2023
Q2 | – | Sell |
-1,789
| Closed | -$112K | – | 1480 |
|
|
2023
Q1 | $112K | Buy |
1,789
+22
| +1% | +$1.4K | 0.01% | 423 |
|
|
2022
Q4 | $109K | Sell |
1,767
-812
| -31% | -$55.2K | 0.01% | 413 |
|
|
2022
Q3 | $180K | Sell |
2,579
-3,901
| -60% | -$316K | 0.02% | 294 |
|
|
2022
Q2 | $564K | Buy |
6,480
+1,001
| +18% | +$88.3K | 0.05% | 90 |
|
|
2022
Q1 | $429K | Buy |
5,479
+1,539
| +39% | +$108K | 0.04% | 155 |
|
|
2021
Q4 | $276K | Buy |
3,940
+1,232
| +45% | +$84.9K | 0.02% | 231 |
|
|
2021
Q3 | $181K | Buy |
2,708
+1,213
| +81% | +$84.6K | 0.02% | 293 |
|
|
2021
Q2 | $99K | Sell |
1,495
-7
| -0.5% | -$478 | 0.01% | 372 |
|
|
2021
Q1 | $103K | Buy |
1,502
+85
| +6% | +$5.39K | 0.01% | 335 |
|
|
2020
Q4 | $86K | Buy |
1,417
+901
| +175% | +$59.4K | 0.01% | 345 |
|
|
2020
Q3 | $33K | Sell |
516
-141
| -21% | -$9.43K | 0.01% | 440 |
|
|
2020
Q2 | $45K | Buy |
657
+28
| +4% | +$2.04K | 0.01% | 373 |
|
|
2020
Q1 | $44K | Buy |
629
+203
| +48% | +$14.6K | 0.01% | 257 |
|
|
2019
Q4 | $32K | Buy |
+426
| New | +$34.6K | 0.01% | 314 |
|
|
2019
Q2 | – | Sell |
-24
| Closed | -$2K | – | 466 |
|
|
2019
Q1 | $2K | Buy |
+24
| New | +$1.92K | ﹤0.01% | 300 |
|
Other funds holding SWX
IC
CM
MC
