Whittier Trust’s Southwest Gas SWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-14
| Closed | -$985 | – | 1581 |
|
|
2024
Q2 | $985 | Hold |
14
| – | – | ﹤0.01% | 1468 |
|
|
2024
Q1 | $1.07K | Hold |
14
| – | – | ﹤0.01% | 1451 |
|
|
2023
Q4 | $886 | Hold |
14
| – | – | ﹤0.01% | 1450 |
|
|
2023
Q3 | $845 | Buy |
+14
| New | +$845 | ﹤0.01% | 1534 |
|
|
2022
Q2 | – | Sell |
-30
| Closed | -$2K | – | 1768 |
|
|
2022
Q1 | $2K | Buy |
+30
| New | +$2K | ﹤0.01% | 1608 |
|
|
2021
Q2 | – | Sell |
-1,000
| Closed | -$69K | – | 1558 |
|
|
2021
Q1 | $69K | Buy |
+1,000
| New | +$69K | ﹤0.01% | 856 |
|
|
2020
Q2 | – | Sell |
-100
| Closed | -$7K | – | 1505 |
|
|
2020
Q1 | $7K | Hold |
100
| – | – | ﹤0.01% | 1170 |
|
|
2019
Q4 | $8K | Hold |
100
| – | – | ﹤0.01% | 1173 |
|
|
2019
Q3 | $9K | Hold |
100
| – | – | ﹤0.01% | 1161 |
|
|
2019
Q2 | $9K | Hold |
100
| – | – | ﹤0.01% | 1093 |
|
|
2019
Q1 | $8K | Hold |
100
| – | – | ﹤0.01% | 1093 |
|
|
2018
Q4 | $8K | Hold |
100
| – | – | ﹤0.01% | 1130 |
|
|
2018
Q3 | $8K | Hold |
100
| – | – | ﹤0.01% | 1072 |
|
|
2018
Q2 | $8K | Hold |
100
| – | – | ﹤0.01% | 1050 |
|
|
2018
Q1 | $7K | Hold |
100
| – | – | ﹤0.01% | 1100 |
|
|
2017
Q4 | $8K | Hold |
100
| – | – | ﹤0.01% | 1072 |
|
|
2017
Q3 | $8K | Hold |
100
| – | – | ﹤0.01% | 1073 |
|
|
2017
Q2 | $7K | Hold |
100
| – | – | ﹤0.01% | 1050 |
|
|
2017
Q1 | $8K | Hold |
100
| – | – | ﹤0.01% | 1059 |
|
|
2016
Q4 | $8K | Hold |
100
| – | – | ﹤0.01% | 994 |
|
|
2016
Q3 | $7K | Hold |
100
| – | – | ﹤0.01% | 1010 |
|
|
2016
Q2 | $8K | Hold |
100
| – | – | ﹤0.01% | 1016 |
|
|
2016
Q1 | $7K | Hold |
100
| – | – | ﹤0.01% | 1006 |
|
|
2015
Q4 | $6K | Buy |
+100
| New | +$6K | ﹤0.01% | 1024 |
|