Creative Planning
SWNC

Creative Planning’s Southwestern Energy Company SWNC Stock Holding History

Creative Planning’s Portfolio SWNC Stock Details SWNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-1,000
Closed -$15K – 4483
2017
Q2 		$15K Hold
1,000
– – ﹤0.01% 3388
2017
Q1 		$20K Hold
1,000
– – ﹤0.01% 3151
2016
Q4 		$25K Buy
+1,000
New +$27.4K ﹤0.01% 2946
2016
Q2 		– Sell
-62
Closed -$1K – 4642
2016
Q1 		$1K Hold
62
– – ﹤0.01% 4233
2015
Q4 		$1K Buy
+62
New +$1.57K ﹤0.01% 4324

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