Reilly Financial Advisors’s Southwest Gas SWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $56K | Hold |
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|
2021
Q3 | $54K | Hold |
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|
2021
Q2 | $53K | Hold |
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|
2021
Q1 | $55K | Hold |
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|
2020
Q4 | $49K | Hold |
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|
2020
Q3 | $50K | Hold |
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|
2020
Q2 | $55K | Hold |
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|
2020
Q1 | $56K | Hold |
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|
2019
Q4 | $61K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $44K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $20K | Buy |
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