WR Wealth Planners’s Southwest Gas SWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.76K | Buy |
39
+3
| +8% | +$212 | ﹤0.01% | 798 |
|
|
2024
Q3 | $2.66K | Buy |
36
+2
| +6% | +$148 | ﹤0.01% | 850 |
|
|
2024
Q2 | $2.39K | Sell |
34
-6
| -15% | -$422 | ﹤0.01% | 855 |
|
|
2024
Q1 | $3.05K | Buy |
+40
| New | +$3.05K | ﹤0.01% | 803 |
|
|
2023
Q4 | – | Sell |
-37
| Closed | -$2.24K | – | 780 |
|
|
2023
Q3 | $2.24K | Buy |
+37
| New | +$2.24K | ﹤0.01% | 764 |
|