Clearstead Trust, LLC's ownership history for SWX

Clearstead Trust, LLC currently holds 169 shares with a market value of $14.7K. It started holding SWX on 2025-03-31. At its peak, it held 199 shares on 2025-12-31. Its highest holding value was $15.9K on 2025-12-31. At its lowest, it held 76 shares on 2025-03-31, with a value of $5.5K on 2025-03-31. In the recent 180 days, Clearstead Trust, LLC has increased its shares by 81. In the recent year, Clearstead Trust, LLC has increased its shares by 93.