Private Trust Company’s Southwest Gas SWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.1K | Buy |
+337
| New | +$25.1K | ﹤0.01% | 1484 |
|
|
2024
Q1 | – | Sell |
-31
| Closed | -$1.96K | – | 2357 |
|
|
2023
Q4 | $1.96K | Sell |
31
-5
| -14% | -$317 | ﹤0.01% | 2135 |
|
|
2023
Q3 | $2.18K | Hold |
36
| – | – | ﹤0.01% | 2101 |
|
|
2023
Q2 | $2.29K | Sell |
36
-37
| -51% | -$2.36K | ﹤0.01% | 2087 |
|
|
2023
Q1 | $4.56K | Hold |
73
| – | – | ﹤0.01% | 1871 |
|
|
2022
Q4 | $5K | Hold |
73
| – | – | ﹤0.01% | 1820 |
|
|
2022
Q3 | $5K | Hold |
73
| – | – | ﹤0.01% | 1690 |
|
|
2022
Q2 | $6K | Buy |
+73
| New | +$6K | ﹤0.01% | 1709 |
|