Financial Architects (New Jersey)’s Southwest Gas SWX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-13	Closed	-$1K	–	909
2020 Q1	$1K	Hold	13	–	–	﹤0.01%	828
2019 Q4	$1K	Hold	13	–	–	﹤0.01%	887
2019 Q3	$1K	Hold	13	–	–	﹤0.01%	970
2019 Q2	$1K	Sell	13 -31	-70%	-$2.63K	﹤0.01%	1163
2019 Q1	$4K	Hold	44	–	–	﹤0.01%	1263
2018 Q4	$3K	Hold	44	–	–	﹤0.01%	1205
2018 Q3	$3K	Hold	44	–	–	﹤0.01%	1305
2018 Q2	$3K	Buy	44 +13	+42%	+$949	﹤0.01%	1182
2018 Q1	$2K	Hold	31	–	–	﹤0.01%	1330
2017 Q4	$2K	Hold	31	–	–	﹤0.01%	1418
2017 Q3	$2K	Hold	31	–	–	﹤0.01%	1418
2017 Q2	$2K	Hold	31	–	–	﹤0.01%	1439
2017 Q1	$3K	Hold	31	–	–	﹤0.01%	1398
2016 Q4	$2K	Hold	31	–	–	﹤0.01%	1300
2016 Q3	$2K	Hold	31	–	–	﹤0.01%	1350
2016 Q2	$2K	Buy	+31	New	+$2.14K	﹤0.01%	1337