Inspire Advisors’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 | $674K | Buy |
+9,056
| New | +$674K | 0.07% | 231 |
|
|
2025
Q1 | – | Sell |
-4,023
| Closed | -$284K | – | 516 |
|
|
2024
Q4 | $284K | Buy |
4,023
+288
| +8% | +$20.4K | 0.03% | 307 |
|
|
2024
Q3 | $275K | Buy |
+3,735
| New | +$275K | 0.03% | 307 |
|
|
2021
Q1 | – | Sell |
-44
| Closed | -$3K | – | 638 |
|
|
2020
Q4 | $3K | Buy |
+44
| New | +$3K | ﹤0.01% | 666 |
|