AE Wealth Management’s Southwestern Energy Company SWN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-14,434
| Closed | -$93.8K | – | 2057 |
|
|
2023
Q4 | $93.8K | Buy |
14,434
+2,382
| +20% | +$15.5K | ﹤0.01% | 1944 |
|
|
2023
Q3 | $77.7K | Buy |
12,052
+858
| +8% | +$5.53K | ﹤0.01% | 1860 |
|
|
2023
Q2 | $67.3K | Sell |
11,194
-404
| -3% | -$2.43K | ﹤0.01% | 1825 |
|
|
2023
Q1 | $58K | Sell |
11,598
-417,271
| -97% | -$2.09M | ﹤0.01% | 1809 |
|
|
2022
Q4 | $2.51M | Buy |
428,869
+56,258
| +15% | +$329K | 0.02% | 669 |
|
|
2022
Q3 | $2.28M | Buy |
372,611
+75,567
| +25% | +$462K | 0.02% | 654 |
|
|
2022
Q2 | $1.86M | Buy |
+297,044
| New | +$1.86M | 0.01% | 692 |
|