JP Morgan Private Wealth Advisors’s Southwest Gas SWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $203K | Buy |
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|
2022
Q4 | $201K | Sell |
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|
2022
Q3 | $238K | Sell |
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|
2022
Q2 | $305K | Sell |
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|
2022
Q1 | $291K | Buy |
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|
2021
Q4 | $254K | Buy |
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|
2021
Q3 | $208K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $233K | Buy |
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|
2019
Q2 | $227K | Buy |
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|
2019
Q1 | $207K | Sell |
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|
2018
Q4 | $207K | Sell |
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|
2018
Q3 | $214K | Hold |
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|
2018
Q2 | $206K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $203K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $220K | Hold |
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|
2016
Q4 | $203K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $219K | Buy |
|