WR Wealth Planners’s Southwest Gas SWX Stock Holding History

WR Wealth Planners’s Portfolio SWX Stock Details SWX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$2.76K	Buy
2024 Q3	$2.65K	Buy
2024 Q2	$2.39K	Sell
2024 Q1	$3.04K	Buy
2023 Q4	–	Sell
2023 Q3	$2.23K	Buy