Glassman Wealth Services’s Southwestern Energy Company SWN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-70	Closed	-$459	–	1940
2023 Q4	$459	Hold	70	–	–	﹤0.01%	1737
2023 Q3	$452	Hold	70	–	–	﹤0.01%	1759
2023 Q2	$421	Buy	+70	New	+$361	﹤0.01%	1671
2023 Q1	–	Sell	-59	Closed	-$345	–	2017
2022 Q4	$345	Buy	59 +37	+168%	+$243	﹤0.01%	1695
2022 Q3	$0	Buy	22 +8	+57%	+$55	﹤0.01%	2054
2022 Q2	$0	Buy	+14	New	+$108	﹤0.01%	2076
2020 Q1	–	Sell	-177	Closed	–	–	1645
2019 Q4	$0	Hold	177	–	–	﹤0.01%	1543
2019 Q3	$0	Sell	177 -27	-13%	-$58	﹤0.01%	1431
2019 Q2	$1K	Buy	204 +143	+234%	+$555	﹤0.01%	967
2019 Q1	$0	Buy	+61	New	+$264	﹤0.01%	1231
2018 Q4	–	Sell	-59	Closed	–	–	1013
2018 Q3	$0	Hold	59	–	–	﹤0.01%	981
2018 Q2	$0	Buy	+59	New	+$273	﹤0.01%	978
2017 Q2	–	Sell	-123	Closed	-$1K	–	681
2017 Q1	$1K	Buy	+123	New	+$1.06K	﹤0.01%	540
2016 Q4	–	Sell	-30	Closed	–	–	732
2016 Q3	$0	Buy	+30	New	+$416	﹤0.01%	607