AWE
SWN
Avidian Wealth Enterprises’s Southwestern Energy Company SWN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-12,700
| Closed | -$81.9K | – | 439 |
|
2023
Q3 | $81.9K | Hold |
12,700
| – | – | 0.01% | 388 |
|
2023
Q2 | $76.3K | Sell |
12,700
-54
| -0.4% | -$325 | 0.01% | 402 |
|
2023
Q1 | $63.8K | Sell |
12,754
-2,300
| -15% | -$11.5K | ﹤0.01% | 463 |
|
2022
Q4 | $88.1K | Buy |
15,054
+492
| +3% | +$2.88K | 0.01% | 435 |
|
2022
Q3 | $89K | Buy |
+14,562
| New | +$89K | 0.01% | 405 |
|
2018
Q4 | – | Sell |
-106,671
| Closed | -$545K | – | 124 |
|
2018
Q3 | $545K | Buy |
106,671
+16,439
| +18% | +$84K | 0.17% | 55 |
|
2018
Q2 | $478K | Buy |
+90,232
| New | +$478K | 0.15% | 57 |
|