TRIA
Trail Ridge Investment Advisors’s Southwest Gas SWX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | 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% | -$49.8K | 0.15% | 121 |
|
|
2022
Q2 | $359K | Buy |
+4,125
| New | +$359K | 0.24% | 102 |
|