Pathstone Family Office’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
Q3 | $517K | Buy |
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|
2023
Q2 | $316K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $1.36M | Buy |
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|
2022
Q2 | $627K | Buy |
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|
2022
Q1 | $414K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $0 | Hold |
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|
2020
Q3 | $0 | Sell |
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|
2020
Q2 | $2K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $4K | Hold |
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|
2018
Q4 | $4K | Buy |
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