Cerity Partners’s Southwestern Energy Company SWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-67,017
| Closed | -$476K | – | 2649 |
|
|
2024
Q3 | $476K | Sell |
67,017
-54,945
| -45% | -$391K | ﹤0.01% | 1797 |
|
|
2024
Q2 | $821K | Buy |
121,962
+36,827
| +43% | +$248K | ﹤0.01% | 1313 |
|
|
2024
Q1 | $645K | Buy |
85,135
+27,204
| +47% | +$206K | ﹤0.01% | 1481 |
|
|
2023
Q4 | $379K | Buy |
57,931
+2,443
| +4% | +$16K | ﹤0.01% | 1396 |
|
|
2023
Q3 | $358K | Buy |
+55,488
| New | +$358K | ﹤0.01% | 1087 |
|