Summit Securities Group’s Southwest Gas SWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1
| Closed | – | – | 689 |
|
|
2023
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 696 |
|
|
2023
Q1 | – | Sell |
-1,804
| Closed | -$112K | – | 1059 |
|
|
2022
Q4 | $112K | Buy |
+1,804
| New | +$112K | ﹤0.01% | 385 |
|
|
2022
Q3 | – | Sell |
-2
| Closed | – | – | 918 |
|
|
2022
Q2 | $0 | Buy |
+2
| New | – | ﹤0.01% | 931 |
|