SWM
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Stockman Wealth Management’s Southwest Gas SWX Stock Holding History

Stockman 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
2021
Q3 		– Sell
-3,725
Closed -$247K – 201
2021
Q2 		$247K Buy
+3,725
New +$254K 0.06% 172

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AllianceBernstein
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State Street
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IC
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GF
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return