J.W. Cole Advisors’s Southwestern Energy Company SWN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-11,200
| Closed | -$67.3K | – | 799 |
|
|
2023
Q2 | $67.3K | Sell |
11,200
-4,424
| -28% | -$26.6K | ﹤0.01% | 738 |
|
|
2023
Q1 | $78.1K | Buy |
15,624
+1,424
| +10% | +$7.12K | 0.01% | 758 |
|
|
2022
Q4 | $83.1K | Hold |
14,200
| – | – | 0.01% | 723 |
|
|
2022
Q3 | $87K | Hold |
14,200
| – | – | 0.01% | 699 |
|
|
2022
Q2 | $89K | Buy |
+14,200
| New | +$89K | 0.01% | 707 |
|
|
2020
Q4 | – | Sell |
-50,769
| Closed | -$119K | – | 902 |
|
|
2020
Q3 | $119K | Buy |
+50,769
| New | +$119K | 0.01% | 722 |
|