Private Wealth Management Group’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 | $2.16K | Hold |
29
| – | – | ﹤0.01% | 1062 |
|
|
2025
Q1 | $2.08K | Hold |
29
| – | – | ﹤0.01% | 1040 |
|
|
2024
Q4 | $2.05K | Hold |
29
| – | – | ﹤0.01% | 1070 |
|
|
2024
Q3 | $2.14K | Sell |
29
-28
| -49% | -$2.07K | ﹤0.01% | 1034 |
|
|
2024
Q2 | $4.01K | Buy |
57
+28
| +97% | +$1.97K | ﹤0.01% | 789 |
|
|
2024
Q1 | $2.21K | Hold |
29
| – | – | ﹤0.01% | 922 |
|
|
2023
Q4 | $1.84K | Buy |
+29
| New | +$1.84K | ﹤0.01% | 1017 |
|