Glassman Wealth Services’s Southwest Gas SWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5
| Closed | -$317 | – | 1618 |
|
|
2023
Q4 | $317 | Sell |
5
-3
| -38% | -$190 | ﹤0.01% | 1810 |
|
|
2023
Q3 | $483 | Buy |
8
+4
| +100% | +$242 | ﹤0.01% | 1741 |
|
|
2023
Q2 | $255 | Buy |
4
+1
| +33% | +$64 | ﹤0.01% | 1767 |
|
|
2023
Q1 | $187 | Sell |
3
-1
| -25% | -$62 | ﹤0.01% | 1814 |
|
|
2022
Q4 | $248 | Buy |
4
+1
| +33% | +$62 | ﹤0.01% | 1746 |
|
|
2022
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 1971 |
|
|
2022
Q2 | $0 | Buy |
+3
| New | – | ﹤0.01% | 1978 |
|
|
2021
Q4 | – | Sell |
-33
| Closed | -$2K | – | 1904 |
|
|
2021
Q3 | $2K | Sell |
33
-11
| -25% | -$667 | ﹤0.01% | 1222 |
|
|
2021
Q2 | $3K | Buy |
44
+11
| +33% | +$750 | ﹤0.01% | 1082 |
|
|
2021
Q1 | $2K | Buy |
33
+30
| +1,000% | +$1.82K | ﹤0.01% | 1139 |
|
|
2020
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 1509 |
|
|
2020
Q3 | $0 | Sell |
3
-22
| -88% | – | ﹤0.01% | 1488 |
|
|
2020
Q2 | $2K | Buy |
25
+8
| +47% | +$640 | ﹤0.01% | 902 |
|
|
2020
Q1 | $1K | Hold |
17
| – | – | ﹤0.01% | 988 |
|
|
2019
Q4 | $1K | Sell |
17
-1
| -6% | -$59 | ﹤0.01% | 1038 |
|
|
2019
Q3 | $2K | Hold |
18
| – | – | ﹤0.01% | 738 |
|
|
2019
Q2 | $2K | Buy |
18
+1
| +6% | +$111 | ﹤0.01% | 753 |
|
|
2019
Q1 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 894 |
|