Golden State Wealth Management’s Southwest Gas SWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $45.1K | Hold |
606
| – | – | 0.01% | 672 |
|
|
2025
Q1 | $43.5K | Buy |
606
+551
| +1,002% | +$39.6K | 0.01% | 620 |
|
|
2024
Q4 | $3.89K | Buy |
+55
| New | +$3.89K | ﹤0.01% | 1158 |
|
|
2020
Q4 | – | Sell |
-1,040
| Closed | -$66K | – | 407 |
|
|
2020
Q3 | $66K | Buy |
+1,040
| New | +$66K | 0.02% | 307 |
|
|
2020
Q2 | – | Sell |
-1,040
| Closed | -$72K | – | 804 |
|
|
2020
Q1 | $72K | Buy |
+1,040
| New | +$72K | 0.03% | 297 |
|