Creative Planning’s Southwestern Energy Company SWNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-1,000
| Closed | -$15K | – | 4359 |
|
|
2017
Q2 | $15K | Hold |
1,000
| – | – | ﹤0.01% | 3349 |
|
|
2017
Q1 | $20K | Hold |
1,000
| – | – | ﹤0.01% | 3119 |
|
|
2016
Q4 | $25K | Buy |
+1,000
| New | +$25K | ﹤0.01% | 2911 |
|
|
2016
Q2 | – | Sell |
-62
| Closed | -$1K | – | 4453 |
|
|
2016
Q1 | $1K | Hold |
62
| – | – | ﹤0.01% | 4116 |
|
|
2015
Q4 | $1K | Buy |
+62
| New | +$1K | ﹤0.01% | 4187 |
|