HBK Sorce Advisory’s Southwestern Energy Company SWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-13,382
| Closed | -$80.4K | – | 600 |
|
|
2023
Q2 | $80.4K | Buy |
13,382
+230
| +2% | +$1.38K | ﹤0.01% | 561 |
|
|
2023
Q1 | $65.8K | Sell |
13,152
-13,152
| -50% | -$65.8K | ﹤0.01% | 562 |
|
|
2022
Q4 | $154K | Buy |
26,304
+13,152
| +100% | +$77K | ﹤0.01% | 673 |
|
|
2022
Q3 | $80K | Hold |
13,152
| – | – | 0.01% | 500 |
|
|
2022
Q2 | $82K | Buy |
+13,152
| New | +$82K | 0.01% | 446 |
|