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Spire Wealth Management’s Southwest Gas SWX Stock Holding History

Spire Wealth Management’s Portfolio SWX Stock Details SWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-335
Closed -$24K – 2555
2025
Q1 		$24K Hold
335
– – ﹤0.01% 1547
2024
Q4 		$23.7K Hold
335
– – ﹤0.01% 1567
2024
Q3 		$24.7K Hold
335
– – ﹤0.01% 1373
2024
Q2 		$23.6K Buy
+335
New +$25.1K ﹤0.01% 1384
2023
Q4 		– Sell
-150
Closed -$9.06K – 2460
2023
Q3 		$9.06K Hold
150
– – ﹤0.01% 1760
2023
Q2 		$9.55K Sell
150
-5
-3% -$296 ﹤0.01% 1834
2023
Q1 		$9.68K Sell
155
-145
-48% -$9.24K ﹤0.01% 1858
2022
Q4 		$19K Hold
300
– – ﹤0.01% 1396
2022
Q3 		$21K Buy
+300
New +$24.3K ﹤0.01% 1320

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