Asset Dedication LLC’s Southwestern Energy Company SWN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-3,387
| Closed | -$11K | – | 636 |
|
|
2019
Q2 | $11K | Hold |
3,387
| – | – | ﹤0.01% | 422 |
|
|
2019
Q1 | $16K | Hold |
3,387
| – | – | 0.01% | 402 |
|
|
2018
Q4 | $12K | Buy |
3,387
+2,433
| +255% | +$8.62K | ﹤0.01% | 412 |
|
|
2018
Q3 | $5K | Buy |
+954
| New | +$5K | ﹤0.01% | 523 |
|
|
2016
Q2 | – | Sell |
-5
| Closed | – | – | 473 |
|
|
2016
Q1 | $0 | Hold |
5
| – | – | ﹤0.01% | 668 |
|
|
2015
Q4 | $0 | Buy |
+5
| New | – | ﹤0.01% | 695 |
|