J.P. Morgan Private Wealth Advisors’s Southwestern Energy Company SWN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-10,000
| Closed | -$63K | – | 1996 |
|
|
2022
Q2 | $63K | Sell |
10,000
-10,587
| -51% | -$66.7K | ﹤0.01% | 1890 |
|
|
2022
Q1 | $148K | Buy |
+20,587
| New | +$148K | ﹤0.01% | 1941 |
|
|
2020
Q3 | – | Sell |
-30,508
| Closed | -$78K | – | 1634 |
|
|
2020
Q2 | $78K | Buy |
30,508
+542
| +2% | +$1.39K | ﹤0.01% | 1521 |
|
|
2020
Q1 | $51K | Buy |
29,966
+10,936
| +57% | +$18.6K | ﹤0.01% | 1388 |
|
|
2019
Q4 | $46K | Hold |
19,030
| – | – | ﹤0.01% | 1453 |
|
|
2019
Q3 | $37K | Sell |
19,030
-725
| -4% | -$1.41K | ﹤0.01% | 1413 |
|
|
2019
Q2 | $62K | Buy |
19,755
+478
| +2% | +$1.5K | ﹤0.01% | 1347 |
|
|
2019
Q1 | $90K | Buy |
19,277
+2,950
| +18% | +$13.8K | ﹤0.01% | 1421 |
|
|
2018
Q4 | $56K | Sell |
16,327
-3,105
| -16% | -$10.7K | ﹤0.01% | 1420 |
|
|
2018
Q3 | $99K | Buy |
19,432
+86
| +0.4% | +$438 | ﹤0.01% | 1526 |
|
|
2018
Q2 | $103K | Hold |
19,346
| – | – | ﹤0.01% | 1417 |
|
|
2018
Q1 | $84K | Buy |
19,346
+4,620
| +31% | +$20.1K | ﹤0.01% | 1232 |
|
|
2017
Q4 | $82K | Hold |
14,726
| – | – | ﹤0.01% | 1240 |
|
|
2017
Q3 | $90K | Hold |
14,726
| – | – | ﹤0.01% | 1199 |
|
|
2017
Q2 | $90K | Sell |
14,726
-62,944
| -81% | -$385K | ﹤0.01% | 1188 |
|
|
2017
Q1 | $635K | Buy |
+77,670
| New | +$635K | ﹤0.01% | 775 |
|
|
2016
Q1 | – | Sell |
-48,555
| Closed | -$346K | – | 1306 |
|
|
2015
Q4 | $346K | Buy |
+48,555
| New | +$346K | ﹤0.01% | 812 |
|
|
2015
Q3 | – | Sell |
-18,093
| Closed | -$411K | – | 1154 |
|
|
2015
Q2 | $411K | Buy |
18,093
+4,462
| +33% | +$101K | ﹤0.01% | 746 |
|
|
2015
Q1 | $316K | Buy |
13,631
+4,309
| +46% | +$99.9K | ﹤0.01% | 870 |
|
|
2014
Q4 | $254K | Buy |
+9,322
| New | +$254K | ﹤0.01% | 930 |
|