Concert Wealth Management’s Southwestern Energy Company SWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-10,628
| Closed | -$242K | – | 741 |
|
|
2015
Q2 | $242K | Sell |
10,628
-699
| -6% | -$15.9K | 0.03% | 574 |
|
|
2015
Q1 | $223K | Sell |
11,327
-587
| -5% | -$11.6K | 0.06% | 369 |
|
|
2014
Q4 | $327K | Sell |
11,914
-1,724
| -13% | -$47.3K | 0.05% | 427 |
|
|
2014
Q3 | $473K | Sell |
13,638
-372
| -3% | -$12.9K | 0.06% | 278 |
|
|
2014
Q2 | $611K | Buy |
14,010
+85
| +0.6% | +$3.71K | 0.07% | 232 |
|
|
2014
Q1 | $639K | Sell |
13,925
-1,227
| -8% | -$56.3K | 0.08% | 219 |
|
|
2013
Q4 | $596K | Sell |
15,152
-557
| -4% | -$21.9K | 0.08% | 222 |
|
|
2013
Q3 | $575K | Sell |
15,709
-158
| -1% | -$5.78K | 0.08% | 227 |
|
|
2013
Q2 | $584K | Buy |
+15,867
| New | +$584K | 0.09% | 193 |
|