Spire Wealth Management’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 | – | 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 | +$23.6K | ﹤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% | -$318 | ﹤0.01% | 1833 |
|
|
2023
Q1 | $9.68K | Sell |
155
-145
| -48% | -$9.06K | ﹤0.01% | 1857 |
|
|
2022
Q4 | $19K | Hold |
300
| – | – | ﹤0.01% | 1396 |
|
|
2022
Q3 | $21K | Buy |
+300
| New | +$21K | ﹤0.01% | 1319 |
|