TPCW
TD Private Client Wealth’s Southwest Gas SWX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-41
| Closed | -$2.94K | – | 1512 |
|
|
2025
Q1 | $2.94K | Buy |
+41
| New | +$2.94K | ﹤0.01% | 1146 |
|
|
2022
Q2 | – | Sell |
-358
| Closed | -$28K | – | 1292 |
|
|
2022
Q1 | $28K | Buy |
+358
| New | +$28K | ﹤0.01% | 887 |
|
|
2021
Q4 | – | Sell |
-15
| Closed | -$1K | – | 1277 |
|
|
2021
Q3 | $1K | Hold |
15
| – | – | ﹤0.01% | 1104 |
|
|
2021
Q2 | $993 | Hold |
15
| – | – | ﹤0.01% | 1111 |
|
|
2021
Q1 | $1.03K | Hold |
15
| – | – | ﹤0.01% | 1067 |
|
|
2020
Q4 | $911 | Hold |
15
| – | – | ﹤0.01% | 1027 |
|
|
2020
Q3 | $947 | Buy |
+15
| New | +$947 | ﹤0.01% | 968 |
|