Stonebridge Capital Advisors’s Southwest Gas SWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-104
| Closed | -$6.47K | – | 1010 |
|
|
2023
Q1 | $6.47K | Hold |
104
| – | – | ﹤0.01% | 674 |
|
|
2022
Q4 | $6.41K | Hold |
104
| – | – | ﹤0.01% | 666 |
|
|
2022
Q3 | $7K | Hold |
104
| – | – | ﹤0.01% | 645 |
|
|
2022
Q2 | $9K | Hold |
104
| – | – | ﹤0.01% | 628 |
|
|
2022
Q1 | $8K | Hold |
104
| – | – | ﹤0.01% | 710 |
|
|
2021
Q4 | $7K | Hold |
104
| – | – | ﹤0.01% | 702 |
|
|
2021
Q3 | $7K | Sell |
104
-100
| -49% | -$6.73K | ﹤0.01% | 685 |
|
|
2021
Q2 | $13K | Buy |
+204
| New | +$13K | ﹤0.01% | 706 |
|