Sageworth Trust’s Southwest Gas SWX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-36
Closed -$3K 729
2021
Q4
$3K Sell
36
-124
-78% -$10.3K ﹤0.01% 542
2021
Q3
$11K Hold
160
﹤0.01% 539
2021
Q2
$11K Sell
160
-140
-47% -$9.63K ﹤0.01% 575
2021
Q1
$21K Hold
300
﹤0.01% 229
2020
Q4
$18K Hold
300
﹤0.01% 164
2020
Q3
$19K Hold
300
﹤0.01% 117
2020
Q2
$21K Hold
300
﹤0.01% 111
2020
Q1
$21K Hold
300
﹤0.01% 100
2019
Q4
$23K Hold
300
﹤0.01% 121
2019
Q3
$27K Hold
300
﹤0.01% 110
2019
Q2
$27K Hold
300
﹤0.01% 111
2019
Q1
$25K Buy
+300
New +$25K ﹤0.01% 131