YWP
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YorkBridge Wealth Partners’s Southwest Gas SWX Stock Holding History

YorkBridge Wealth Partners’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
2019
Q3 		– Sell
-1,122
Closed -$101K – 583
2019
Q2 		$101K Sell
1,122
-46
-4% -$3.91K 0.04% 285
2019
Q1 		$96K Sell
1,168
-151
-11% -$12.1K 0.04% 282
2018
Q4 		$101K Hold
1,319
– – 0.05% 243
2018
Q3 		$104K Buy
1,319
+1
+0.1% +$79 0.05% 275
2018
Q2 		$101K Buy
1,318
+10
+0.8% +$730 0.04% 290
2018
Q1 		$90K Buy
1,308
+45
+4% +$3.2K 0.04% 304
2017
Q4 		$88K Sell
1,263
-7
-0.6% -$568 0.04% 309
2017
Q3 		$99K Buy
1,270
+2
+0.2% +$158 0.05% 283
2017
Q2 		$94K Hold
1,268
– – 0.05% 286
2017
Q1 		$106K Buy
1,268
+160
+14% +$13.1K 0.06% 245
2016
Q4 		$83K Buy
+1,108
New +$80K 0.05% 270

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