AP
SWN
Appleton Partners’s Southwestern Energy Company SWN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-11,215
| Closed | -$255K | – | 204 |
|
|
2015
Q2 | $255K | Sell |
11,215
-4,863
| -30% | -$111K | 0.06% | 163 |
|
|
2015
Q1 | $373K | Sell |
16,078
-4,875
| -23% | -$113K | 0.08% | 143 |
|
|
2014
Q4 | $572K | Sell |
20,953
-1,863
| -8% | -$50.9K | 0.13% | 113 |
|
|
2014
Q3 | $797K | Sell |
22,816
-400
| -2% | -$14K | 0.19% | 98 |
|
|
2014
Q2 | $1.06M | Sell |
23,216
-815
| -3% | -$37.1K | 0.25% | 88 |
|
|
2014
Q1 | $1.11M | Buy |
24,031
+1,190
| +5% | +$54.8K | 0.26% | 82 |
|
|
2013
Q4 | $898K | Sell |
22,841
-1,050
| -4% | -$41.3K | 0.22% | 87 |
|
|
2013
Q3 | $869K | Sell |
23,891
-15,260
| -39% | -$555K | 0.23% | 81 |
|
|
2013
Q2 | $1.43M | Buy |
+39,151
| New | +$1.43M | 0.41% | 58 |
|