EWM
SWN
Evercore Wealth Management’s Southwestern Energy Company SWN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-10,000
| Closed | -$17K | – | 388 |
|
2020
Q1 | $17K | Hold |
10,000
| – | – | ﹤0.01% | 360 |
|
2019
Q4 | $24K | Sell |
10,000
-20,000
| -67% | -$48K | ﹤0.01% | 402 |
|
2019
Q3 | $58K | Buy |
+30,000
| New | +$58K | ﹤0.01% | 399 |
|
2019
Q1 | – | Sell |
-10,000
| Closed | -$34K | – | 410 |
|
2018
Q4 | $34K | Hold |
10,000
| – | – | ﹤0.01% | 368 |
|
2018
Q3 | $51K | Hold |
10,000
| – | – | ﹤0.01% | 421 |
|
2018
Q2 | $53K | Hold |
10,000
| – | – | ﹤0.01% | 402 |
|
2018
Q1 | $43K | Hold |
10,000
| – | – | ﹤0.01% | 347 |
|
2017
Q4 | $56K | Hold |
10,000
| – | – | ﹤0.01% | 563 |
|
2017
Q3 | $61K | Hold |
10,000
| – | – | ﹤0.01% | 550 |
|
2017
Q2 | $61K | Sell |
10,000
-259
| -3% | -$1.58K | ﹤0.01% | 552 |
|
2017
Q1 | $84K | Sell |
10,259
-1,705
| -14% | -$14K | ﹤0.01% | 513 |
|
2016
Q4 | $129K | Hold |
11,964
| – | – | 0.01% | 448 |
|
2016
Q3 | $166K | Hold |
11,964
| – | – | 0.01% | 412 |
|
2016
Q2 | $151K | Buy |
11,964
+259
| +2% | +$3.27K | 0.01% | 408 |
|
2016
Q1 | $94K | Hold |
11,705
| – | – | ﹤0.01% | 466 |
|
2015
Q4 | $83K | Buy |
11,705
+1,705
| +17% | +$12.1K | ﹤0.01% | 507 |
|
2015
Q3 | $127K | Hold |
10,000
| – | – | 0.01% | 454 |
|
2015
Q2 | $227K | Hold |
10,000
| – | – | 0.01% | 399 |
|
2015
Q1 | $232K | Sell |
10,000
-33
| -0.3% | -$766 | 0.01% | 389 |
|
2014
Q4 | $274K | Buy |
10,033
+33
| +0.3% | +$901 | 0.01% | 318 |
|
2014
Q3 | $350K | Hold |
10,000
| – | – | 0.02% | 314 |
|
2014
Q2 | $455K | Hold |
10,000
| – | – | 0.02% | 281 |
|
2014
Q1 | $460K | Hold |
10,000
| – | – | 0.03% | 268 |
|
2013
Q4 | $393K | Sell |
10,000
-103
| -1% | -$4.05K | 0.02% | 290 |
|
2013
Q3 | $368K | Sell |
10,103
-29,397
| -74% | -$1.07M | 0.02% | 319 |
|
2013
Q2 | $1.44M | Buy |
+39,500
| New | +$1.44M | 0.08% | 179 |
|