True Wealth Design’s Southwest Gas SWX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$75	Hold	1	–	–	﹤0.01%	2307
2025 Q1	$72	Buy	+1	New	+$72	﹤0.01%	2300
2024 Q4	–	Sell	-4	Closed	-$296	–	1511
2024 Q3	$296	Buy	+4	New	+$296	﹤0.01%	1163