EWM
Evermay Wealth Management’s Southwest Gas SWX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39.7K | Hold |
533
| – | – | ﹤0.01% | 338 |
|
|
2025
Q1 | $38.3K | Hold |
533
| – | – | 0.01% | 344 |
|
|
2024
Q4 | $37.7K | Hold |
533
| – | – | 0.01% | 338 |
|
|
2024
Q3 | $39.3K | Hold |
533
| – | – | 0.01% | 353 |
|
|
2024
Q2 | $37.5K | Hold |
533
| – | – | 0.01% | 363 |
|
|
2024
Q1 | $40.6K | Hold |
533
| – | – | 0.01% | 367 |
|
|
2023
Q4 | $33.8K | Hold |
533
| – | – | 0.01% | 358 |
|
|
2023
Q3 | $32.2K | Hold |
533
| – | – | 0.01% | 340 |
|
|
2023
Q2 | $33.9K | Hold |
533
| – | – | 0.01% | 343 |
|
|
2023
Q1 | $33.3K | Hold |
533
| – | – | 0.01% | 334 |
|
|
2022
Q4 | $33K | Hold |
533
| – | – | 0.01% | 328 |
|
|
2022
Q3 | $37K | Hold |
533
| – | – | 0.01% | 299 |
|
|
2022
Q2 | $46K | Hold |
533
| – | – | 0.01% | 288 |
|
|
2022
Q1 | $42K | Hold |
533
| – | – | 0.01% | 314 |
|
|
2021
Q4 | $37K | Hold |
533
| – | – | 0.01% | 307 |
|
|
2021
Q3 | $36K | Hold |
533
| – | – | 0.01% | 298 |
|
|
2021
Q2 | $35K | Buy |
+533
| New | +$35K | 0.01% | 322 |
|