MinichMacGregor Wealth Management’s Southwest Gas SWX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-76
| Closed | -$4.71K | – | 578 |
|
|
2022
Q4 | $4.71K | Buy |
+76
| New | +$4.71K | ﹤0.01% | 490 |
|
|
2018
Q4 | – | Sell |
-66
| Closed | -$5K | – | 468 |
|
|
2018
Q3 | $5K | Hold |
66
| – | – | ﹤0.01% | 396 |
|
|
2018
Q2 | $5K | Buy |
66
+1
| +2% | +$76 | ﹤0.01% | 391 |
|
|
2018
Q1 | $4K | Hold |
65
| – | – | ﹤0.01% | 393 |
|
|
2017
Q4 | $5K | Buy |
65
+1
| +2% | +$77 | ﹤0.01% | 373 |
|
|
2017
Q3 | $5K | Hold |
64
| – | – | ﹤0.01% | 354 |
|
|
2017
Q2 | $4K | Hold |
64
| – | – | ﹤0.01% | 363 |
|
|
2017
Q1 | $5K | Buy |
64
+1
| +2% | +$78 | ﹤0.01% | 344 |
|
|
2016
Q4 | $4K | Hold |
63
| – | – | ﹤0.01% | 353 |
|
|
2016
Q3 | $4K | Hold |
63
| – | – | ﹤0.01% | 347 |
|
|
2016
Q2 | $4K | Buy |
63
+1
| +2% | +$63 | ﹤0.01% | 342 |
|
|
2016
Q1 | $4K | Buy |
62
+2
| +3% | +$129 | ﹤0.01% | 329 |
|
|
2015
Q4 | $3K | Buy |
+60
| New | +$3K | ﹤0.01% | 317 |
|