EWA
SWN
EverSource Wealth Advisors’s Southwestern Energy Company SWN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-11,792
| Closed | -$83.8K | – | 3857 |
|
|
2024
Q3 | $83.8K | Sell |
11,792
-1,520
| -11% | -$10.8K | 0.01% | 860 |
|
|
2024
Q2 | $85.9K | Buy |
13,312
+6,662
| +100% | +$43K | 0.01% | 860 |
|
|
2024
Q1 | $49.8K | Buy |
6,650
+115
| +2% | +$861 | ﹤0.01% | 985 |
|
|
2023
Q4 | $42.8K | Sell |
6,535
-78
| -1% | -$511 | ﹤0.01% | 961 |
|
|
2023
Q3 | $42.7K | Sell |
6,613
-1,961
| -23% | -$12.6K | ﹤0.01% | 874 |
|
|
2023
Q2 | $51.5K | Buy |
8,574
+7,263
| +554% | +$43.7K | 0.01% | 824 |
|
|
2023
Q1 | $6.56K | Buy |
1,311
+1,310
| +131,000% | +$6.55K | ﹤0.01% | 1546 |
|
|
2022
Q4 | $6 | Hold |
1
| – | – | ﹤0.01% | 2297 |
|
|
2022
Q3 | $0 | Sell |
1
-723
| -100% | – | ﹤0.01% | 2173 |
|
|
2022
Q2 | $5K | Buy |
724
+723
| +72,300% | +$4.99K | ﹤0.01% | 1297 |
|
|
2022
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 1889 |
|
|
2021
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 1782 |
|