High Net Worth Advisory Group’s Southwest Gas SWX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-327
| Closed | -$20.2K | – | 535 |
|
|
2022
Q4 | $20.2K | Hold |
327
| – | – | 0.01% | 439 |
|
|
2022
Q3 | $23K | Hold |
327
| – | – | 0.01% | 435 |
|
|
2022
Q2 | $28K | Sell |
327
-327
| -50% | -$28K | 0.01% | 404 |
|
|
2022
Q1 | $51K | Hold |
654
| – | – | 0.02% | 338 |
|
|
2021
Q4 | $46K | Buy |
+654
| New | +$46K | 0.02% | 358 |
|