PPWM
PFG Private 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 |
-567
| Closed | -$35.4K | – | 294 |
|
|
2023
Q1 | $35.4K | Sell |
567
-2,511
| -82% | -$157K | 0.02% | 160 |
|
|
2022
Q4 | $190K | Buy |
3,078
+132
| +4% | +$8.15K | 0.12% | 56 |
|
|
2022
Q3 | $205K | Buy |
2,946
+2,905
| +7,085% | +$202K | 0.13% | 50 |
|
|
2022
Q2 | $4K | Hold |
41
| – | – | ﹤0.01% | 244 |
|
|
2022
Q1 | $3K | Hold |
41
| – | – | ﹤0.01% | 268 |
|
|
2021
Q4 | $3K | Hold |
41
| – | – | ﹤0.01% | 277 |
|
|
2021
Q3 | $3K | Buy |
+41
| New | +$3K | ﹤0.01% | 269 |
|