BIA
SWN
Bell Investment Advisors’s Southwestern Energy Company SWN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-487
| Closed | -$3.46K | – | 1973 |
|
2024
Q3 | $3.46K | Sell |
487
-185
| -28% | -$1.32K | ﹤0.01% | 1111 |
|
2024
Q2 | $4.52K | Hold |
672
| – | – | ﹤0.01% | 966 |
|
2024
Q1 | $5.09K | Hold |
672
| – | – | ﹤0.01% | 907 |
|
2023
Q4 | $4.4K | Hold |
672
| – | – | ﹤0.01% | 950 |
|
2023
Q3 | $4.34K | Buy |
672
+253
| +60% | +$1.63K | ﹤0.01% | 883 |
|
2023
Q2 | $2.52K | Buy |
419
+110
| +36% | +$661 | ﹤0.01% | 1181 |
|
2023
Q1 | $1.55K | Buy |
309
+141
| +84% | +$705 | ﹤0.01% | 1390 |
|
2022
Q4 | $983 | Buy |
+168
| New | +$983 | ﹤0.01% | 1602 |
|
2021
Q4 | $0 | Sell |
94
-9
| -9% | – | ﹤0.01% | 1975 |
|
2021
Q3 | $1K | Buy |
+103
| New | +$1K | ﹤0.01% | 1641 |
|