Glassman Wealth Services’s Southwestern Energy Company SWN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-70
| Closed | -$459 | – | 1945 |
|
|
2023
Q4 | $459 | Hold |
70
| – | – | ﹤0.01% | 1737 |
|
|
2023
Q3 | $452 | Hold |
70
| – | – | ﹤0.01% | 1759 |
|
|
2023
Q2 | $421 | Buy |
+70
| New | +$421 | ﹤0.01% | 1671 |
|
|
2023
Q1 | – | Sell |
-59
| Closed | -$345 | – | 2018 |
|
|
2022
Q4 | $345 | Buy |
59
+37
| +168% | +$216 | ﹤0.01% | 1695 |
|
|
2022
Q3 | $0 | Buy |
22
+8
| +57% | – | ﹤0.01% | 2054 |
|
|
2022
Q2 | $0 | Buy |
+14
| New | – | ﹤0.01% | 2076 |
|
|
2020
Q1 | – | Sell |
-177
| Closed | – | – | 1645 |
|
|
2019
Q4 | $0 | Hold |
177
| – | – | ﹤0.01% | 1543 |
|
|
2019
Q3 | $0 | Sell |
177
-27
| -13% | – | ﹤0.01% | 1431 |
|
|
2019
Q2 | $1K | Buy |
204
+143
| +234% | +$701 | ﹤0.01% | 967 |
|
|
2019
Q1 | $0 | Buy |
+61
| New | – | ﹤0.01% | 1231 |
|
|
2018
Q4 | – | Sell |
-59
| Closed | – | – | 1013 |
|
|
2018
Q3 | $0 | Hold |
59
| – | – | ﹤0.01% | 981 |
|
|
2018
Q2 | $0 | Buy |
+59
| New | – | ﹤0.01% | 978 |
|
|
2017
Q2 | – | Sell |
-123
| Closed | -$1K | – | 680 |
|
|
2017
Q1 | $1K | Buy |
+123
| New | +$1K | ﹤0.01% | 540 |
|
|
2016
Q4 | – | Sell |
-30
| Closed | – | – | 732 |
|
|
2016
Q3 | $0 | Buy |
+30
| New | – | ﹤0.01% | 606 |
|