BFIM
SWN
Beese Fulmer Investment Management’s Southwestern Energy Company SWN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-9,905
| Closed | -$346K | – | 162 |
|
|
2014
Q3 | $346K | Sell |
9,905
-2,770
| -22% | -$96.8K | 0.11% | 117 |
|
|
2014
Q2 | $577K | Hold |
12,675
| – | – | 0.19% | 100 |
|
|
2014
Q1 | $583K | Buy |
12,675
+2,600
| +26% | +$120K | 0.2% | 95 |
|
|
2013
Q4 | $396K | Sell |
10,075
-10
| -0.1% | -$393 | 0.14% | 107 |
|
|
2013
Q3 | $367K | Sell |
10,085
-25
| -0.2% | -$910 | 0.14% | 107 |
|
|
2013
Q2 | $369K | Buy |
+10,110
| New | +$369K | 0.16% | 103 |
|