J.P. Morgan Private Wealth Advisors’s Southwest Gas SWX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,255
| Closed | -$203K | – | 1870 |
|
|
2023
Q1 | $203K | Buy |
3,255
+14
| +0.4% | +$874 | ﹤0.01% | 1828 |
|
|
2022
Q4 | $201K | Sell |
3,241
-178
| -5% | -$11K | ﹤0.01% | 1824 |
|
|
2022
Q3 | $238K | Sell |
3,419
-87
| -2% | -$6.06K | ﹤0.01% | 1748 |
|
|
2022
Q2 | $305K | Sell |
3,506
-210
| -6% | -$18.3K | ﹤0.01% | 1642 |
|
|
2022
Q1 | $291K | Buy |
3,716
+93
| +3% | +$7.28K | ﹤0.01% | 1756 |
|
|
2021
Q4 | $254K | Buy |
3,623
+513
| +16% | +$36K | ﹤0.01% | 1816 |
|
|
2021
Q3 | $208K | Buy |
+3,110
| New | +$208K | ﹤0.01% | 1841 |
|
|
2019
Q4 | – | Sell |
-2,560
| Closed | -$233K | – | 1505 |
|
|
2019
Q3 | $233K | Buy |
2,560
+32
| +1% | +$2.91K | ﹤0.01% | 1287 |
|
|
2019
Q2 | $227K | Buy |
2,528
+15
| +0.6% | +$1.35K | ﹤0.01% | 1262 |
|
|
2019
Q1 | $207K | Sell |
2,513
-193
| -7% | -$15.9K | ﹤0.01% | 1368 |
|
|
2018
Q4 | $207K | Sell |
2,706
-1
| -0% | -$76 | ﹤0.01% | 1332 |
|
|
2018
Q3 | $214K | Hold |
2,707
| – | – | ﹤0.01% | 1450 |
|
|
2018
Q2 | $206K | Buy |
+2,707
| New | +$206K | ﹤0.01% | 1364 |
|
|
2018
Q1 | – | Sell |
-2,525
| Closed | -$203K | – | 1365 |
|
|
2017
Q4 | $203K | Buy |
+2,525
| New | +$203K | ﹤0.01% | 1185 |
|
|
2017
Q2 | – | Sell |
-2,653
| Closed | -$220K | – | 1347 |
|
|
2017
Q1 | $220K | Hold |
2,653
| – | – | ﹤0.01% | 1203 |
|
|
2016
Q4 | $203K | Buy |
+2,653
| New | +$203K | ﹤0.01% | 1158 |
|
|
2016
Q3 | – | Sell |
-2,788
| Closed | -$219K | – | 1267 |
|
|
2016
Q2 | $219K | Buy |
+2,788
| New | +$219K | ﹤0.01% | 1117 |
|