Carson Wealth (CWM LLC)’s Southwestern Energy Company SWN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-21,610
| Closed | -$154K | – | 5278 |
|
|
2024
Q3 | $154K | Buy |
21,610
+6,463
| +43% | +$46.1K | ﹤0.01% | 1909 |
|
|
2024
Q2 | $102K | Buy |
15,147
+11
| +0.1% | +$74 | ﹤0.01% | 1966 |
|
|
2024
Q1 | $115K | Buy |
15,136
+2,289
| +18% | +$17.4K | ﹤0.01% | 1795 |
|
|
2023
Q4 | $84K | Sell |
12,847
-391
| -3% | -$2.56K | ﹤0.01% | 1863 |
|
|
2023
Q3 | $85K | Buy |
13,238
+3,950
| +43% | +$25.4K | ﹤0.01% | 1732 |
|
|
2023
Q2 | $56K | Buy |
9,288
+4,785
| +106% | +$28.9K | ﹤0.01% | 1895 |
|
|
2023
Q1 | $23K | Sell |
4,503
-1,169
| -21% | -$5.97K | ﹤0.01% | 2418 |
|
|
2022
Q4 | $33K | Sell |
5,672
-2,558
| -31% | -$14.9K | ﹤0.01% | 2030 |
|
|
2022
Q3 | $50K | Buy |
8,230
+4,307
| +110% | +$26.2K | ﹤0.01% | 1656 |
|
|
2022
Q2 | $25K | Sell |
3,923
-25
| -0.6% | -$159 | ﹤0.01% | 1993 |
|
|
2022
Q1 | $28K | Buy |
3,948
+671
| +20% | +$4.76K | ﹤0.01% | 1882 |
|
|
2021
Q4 | $15K | Buy |
+3,277
| New | +$15K | ﹤0.01% | 2147 |
|
|
2021
Q2 | $3K | Hold |
453
| – | – | ﹤0.01% | 2561 |
|
|
2021
Q1 | $3K | Hold |
453
| – | – | ﹤0.01% | 2561 |
|
|
2020
Q4 | $3K | Hold |
453
| – | – | ﹤0.01% | 2561 |
|
|
2020
Q3 | $3K | Hold |
453
| – | – | ﹤0.01% | 2561 |
|
|
2020
Q2 | $3K | Hold |
453
| – | – | ﹤0.01% | 2561 |
|
|
2020
Q1 | $3K | Hold |
453
| – | – | ﹤0.01% | 2561 |
|
|
2019
Q4 | $3K | Hold |
453
| – | – | ﹤0.01% | 2561 |
|
|
2019
Q3 | $3K | Hold |
453
| – | – | ﹤0.01% | 2561 |
|
|
2019
Q2 | $3K | Hold |
453
| – | – | ﹤0.01% | 2561 |
|
|
2019
Q1 | $3K | Buy |
+453
| New | +$3K | ﹤0.01% | 2561 |
|
|
2016
Q1 | – | Sell |
-421
| Closed | -$3K | – | 820 |
|
|
2015
Q4 | $3K | Sell |
421
-24,834
| -98% | -$177K | ﹤0.01% | 578 |
|
|
2015
Q3 | $320K | Buy |
25,255
+11,939
| +90% | +$151K | 0.03% | 187 |
|
|
2015
Q2 | $303K | Buy |
13,316
+1,324
| +11% | +$30.1K | 0.03% | 159 |
|
|
2015
Q1 | $278K | Buy |
+11,992
| New | +$278K | 0.03% | 162 |
|