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