Empower Advisory Group’s Southwest Gas SWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-9,980
| Closed | -$760K | – | 516 |
|
|
2024
Q1 | $760K | Sell |
9,980
-189,345
| -95% | -$14.4M | ﹤0.01% | 252 |
|
|
2023
Q4 | $12.6M | Buy |
199,325
+8,986
| +5% | +$569K | 0.05% | 154 |
|
|
2023
Q3 | $11.5M | Buy |
190,339
+13,966
| +8% | +$844K | 0.05% | 147 |
|
|
2023
Q2 | $11.2M | Sell |
176,373
-8,445
| -5% | -$538K | 0.05% | 161 |
|
|
2023
Q1 | $11.1M | Buy |
+184,818
| New | +$11.1M | 0.05% | 158 |
|