Balasa Dinverno & Foltz’s Southwestern Energy Company SWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-61,138
| Closed | -$148K | – | 301 |
|
|
2019
Q4 | $148K | Buy |
61,138
+50,508
| +475% | +$122K | 0.02% | 262 |
|
|
2019
Q3 | $21K | Sell |
10,630
-387,260
| -97% | -$765K | ﹤0.01% | 251 |
|
|
2019
Q2 | $1.26M | Buy |
397,890
+334,417
| +527% | +$1.06M | 0.15% | 68 |
|
|
2019
Q1 | $298K | Sell |
63,473
-15,762
| -20% | -$74K | 0.04% | 189 |
|
|
2018
Q4 | $270K | Buy |
79,235
+8,915
| +13% | +$30.4K | 0.03% | 182 |
|
|
2018
Q3 | $359K | Buy |
70,320
+25,481
| +57% | +$130K | 0.04% | 173 |
|
|
2018
Q2 | $238K | Buy |
+44,839
| New | +$238K | 0.03% | 199 |
|