Disciplined Investments’s Southwestern Energy Company SWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-397
| Closed | -$2.39K | – | 1653 |
|
|
2023
Q2 | $2.39K | Sell |
397
-1
| -0.3% | -$6 | ﹤0.01% | 598 |
|
|
2023
Q1 | $1.99K | Sell |
398
-92
| -19% | -$460 | ﹤0.01% | 660 |
|
|
2022
Q4 | $2.87K | Sell |
490
-59
| -11% | -$345 | ﹤0.01% | 502 |
|
|
2022
Q3 | $3K | Buy |
549
+13
| +2% | +$71 | ﹤0.01% | 560 |
|
|
2022
Q2 | $3K | Buy |
536
+49
| +10% | +$274 | ﹤0.01% | 586 |
|
|
2022
Q1 | $3K | Buy |
487
+125
| +35% | +$770 | ﹤0.01% | 618 |
|
|
2021
Q4 | $2K | Hold |
362
| – | – | ﹤0.01% | 454 |
|
|
2021
Q3 | $2K | Hold |
362
| – | – | ﹤0.01% | 405 |
|
|
2021
Q2 | $2K | Hold |
362
| – | – | ﹤0.01% | 391 |
|
|
2021
Q1 | $2K | Hold |
362
| – | – | ﹤0.01% | 349 |
|
|
2020
Q4 | $1K | Sell |
362
-1,440
| -80% | -$3.98K | ﹤0.01% | 309 |
|
|
2020
Q3 | $4K | Hold |
1,802
| – | – | ﹤0.01% | 314 |
|
|
2020
Q2 | $5K | Hold |
1,802
| – | – | ﹤0.01% | 319 |
|
|
2020
Q1 | $3K | Hold |
1,802
| – | – | ﹤0.01% | 357 |
|
|
2019
Q4 | $4K | Buy |
+1,802
| New | +$4K | ﹤0.01% | 351 |
|