JWM
Janiczek Wealth Management’s Southwest Gas SWX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-160
| Closed | -$9.44K | – | 1016 |
|
|
2023
Q1 | $9.44K | Sell |
160
-49
| -23% | -$2.89K | ﹤0.01% | 581 |
|
|
2022
Q4 | $13.9K | Sell |
209
-85
| -29% | -$5.66K | ﹤0.01% | 507 |
|
|
2022
Q3 | $20K | Hold |
294
| – | – | 0.01% | 453 |
|
|
2022
Q2 | $26K | Sell |
294
-68
| -19% | -$6.01K | 0.01% | 433 |
|
|
2022
Q1 | $28K | Sell |
362
-210
| -37% | -$16.2K | 0.01% | 399 |
|
|
2021
Q4 | $40K | Buy |
572
+169
| +42% | +$11.8K | 0.01% | 352 |
|
|
2021
Q3 | $27K | Buy |
403
+29
| +8% | +$1.94K | 0.01% | 405 |
|
|
2021
Q2 | $25K | Buy |
374
+129
| +53% | +$8.62K | 0.01% | 383 |
|
|
2021
Q1 | $17K | Buy |
245
+66
| +37% | +$4.58K | 0.01% | 437 |
|
|
2020
Q4 | $11K | Buy |
179
+109
| +156% | +$6.7K | 0.01% | 465 |
|
|
2020
Q3 | $4K | Buy |
+70
| New | +$4K | ﹤0.01% | 403 |
|