Integrated Wealth Management’s Southwestern Energy Company SWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-205
| Closed | -$3K | – | 1055 |
|
|
2016
Q3 | $3K | Hold |
205
| – | – | ﹤0.01% | 1027 |
|
|
2016
Q2 | $3K | Hold |
205
| – | – | ﹤0.01% | 1028 |
|
|
2016
Q1 | $2K | Sell |
205
-48
| -19% | -$468 | ﹤0.01% | 1032 |
|
|
2015
Q4 | $2K | Hold |
253
| – | – | ﹤0.01% | 1121 |
|
|
2015
Q3 | $3K | Hold |
253
| – | – | ﹤0.01% | 1051 |
|
|
2015
Q2 | $6K | Hold |
253
| – | – | ﹤0.01% | 931 |
|
|
2015
Q1 | $5K | Buy |
+253
| New | +$5K | ﹤0.01% | 949 |
|