CTWM
SWN
Cherry Tree Wealth Management’s Southwestern Energy Company SWN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-24,200
| Closed | -$172K | – | 655 |
|
|
2024
Q3 | $172K | Hold |
24,200
| – | – | 0.04% | 172 |
|
|
2024
Q2 | $163K | Sell |
24,200
-1,200
| -5% | -$8.08K | 0.04% | 166 |
|
|
2024
Q1 | $193K | Hold |
25,400
| – | – | 0.05% | 160 |
|
|
2023
Q4 | $166K | Sell |
25,400
-1,000
| -4% | -$6.55K | 0.04% | 162 |
|
|
2023
Q3 | $170K | Sell |
26,400
-800
| -3% | -$5.16K | 0.05% | 149 |
|
|
2023
Q2 | $163K | Buy |
+27,200
| New | +$163K | 0.05% | 152 |
|