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Trail Ridge Investment Advisors’s Southwest Gas SWX Stock Holding History

Trail Ridge Investment Advisors’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
2024
Q1 		– Sell
-3,375
Closed -$214K – 115
2023
Q4 		$214K Hold
3,375
– – 0.13% 102
2023
Q3 		$204K Hold
3,375
– – 0.14% 102
2023
Q2 		$215K Hold
3,375
– – 0.13% 109
2023
Q1 		$211K Hold
3,375
– – 0.14% 114
2022
Q4 		$209K Hold
3,375
– – 0.14% 114
2022
Q3 		$224K Sell
3,375
-750
-18% -$60.8K 0.15% 121
2022
Q2 		$359K Buy
+4,125
New +$364K 0.24% 102

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