EverSource Wealth Advisors’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
Q2 | $32.7K | Buy |
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|
2025
Q1 | $9.77K | Buy |
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|
2024
Q4 | $8.7K | Buy |
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|
2024
Q3 | $8.41K | Buy |
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|
2024
Q2 | $3.41K | Buy |
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|
2024
Q1 | $1.27K | Hold |
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|
2023
Q4 | $1.08K | Sell |
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|
2023
Q3 | $2.05K | Sell |
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|
2023
Q2 | $3.18K | Sell |
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|
2023
Q1 | $10.2K | Buy |
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|
2022
Q4 | $6.68K | Hold |
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|
2022
Q3 | $8K | Sell |
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|
2022
Q2 | $22K | Buy |
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