Warther Private Wealth’s Southwest Gas SWX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-2,861
Closed -$252K 104
2022
Q2
$252K Sell
2,861
-2,344
-45% -$206K 0.18% 98
2022
Q1
$417K Sell
5,205
-200
-4% -$16K 0.27% 87
2021
Q4
$372K Buy
+5,405
New +$372K 0.28% 84