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Optimize Financial’s Southwest Gas SWX Stock Holding History

Optimize Financial’s Portfolio SWX Stock Details SWX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$256K Sell
3,445
-24
-0.7% -$1.79K 0.16% 177
2025
Q1 		$249K Buy
+3,469
New +$249K 0.18% 156