JWA
SWN
JFS Wealth Advisors’s Southwestern Energy Company SWN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-663
| Closed | -$4.71K | – | 2017 |
|
|
2024
Q3 | $4.71K | Buy |
663
+101
| +18% | +$718 | ﹤0.01% | 1142 |
|
|
2024
Q2 | $3.78K | Buy |
562
+40
| +8% | +$269 | ﹤0.01% | 1176 |
|
|
2024
Q1 | $3.96K | Hold |
522
| – | – | ﹤0.01% | 1184 |
|
|
2023
Q4 | $3.42K | Buy |
522
+147
| +39% | +$963 | ﹤0.01% | 1214 |
|
|
2023
Q3 | $2.42K | Buy |
375
+197
| +111% | +$1.27K | ﹤0.01% | 1287 |
|
|
2023
Q2 | $1.07K | Buy |
178
+25
| +16% | +$150 | ﹤0.01% | 1582 |
|
|
2023
Q1 | $765 | Sell |
153
-263
| -63% | -$1.32K | ﹤0.01% | 1648 |
|
|
2022
Q4 | $2.43K | Sell |
416
-317
| -43% | -$1.86K | ﹤0.01% | 1299 |
|
|
2022
Q3 | $4K | Sell |
733
-92
| -11% | -$502 | ﹤0.01% | 1119 |
|
|
2022
Q2 | $5K | Buy |
825
+354
| +75% | +$2.15K | ﹤0.01% | 1030 |
|
|
2022
Q1 | $3K | Buy |
471
+229
| +95% | +$1.46K | ﹤0.01% | 1344 |
|
|
2021
Q4 | $1K | Buy |
242
+142
| +142% | +$587 | ﹤0.01% | 1643 |
|
|
2021
Q3 | $1K | Hold |
100
| – | – | ﹤0.01% | 823 |
|
|
2021
Q2 | $1K | Hold |
100
| – | – | ﹤0.01% | 588 |
|
|
2021
Q1 | $0 | Hold |
100
| – | – | ﹤0.01% | 631 |
|
|
2020
Q4 | $0 | Hold |
100
| – | – | ﹤0.01% | 643 |
|
|
2020
Q3 | $0 | Hold |
100
| – | – | ﹤0.01% | 604 |
|
|
2020
Q2 | $0 | Hold |
100
| – | – | ﹤0.01% | 584 |
|
|
2020
Q1 | $0 | Hold |
100
| – | – | ﹤0.01% | 577 |
|
|
2019
Q4 | $0 | Hold |
100
| – | – | ﹤0.01% | 557 |
|
|
2019
Q3 | $0 | Hold |
100
| – | – | ﹤0.01% | 540 |
|
|
2019
Q2 | $0 | Hold |
100
| – | – | ﹤0.01% | 489 |
|
|
2019
Q1 | $0 | Hold |
100
| – | – | ﹤0.01% | 482 |
|
|
2018
Q4 | $0 | Hold |
100
| – | – | ﹤0.01% | 550 |
|
|
2018
Q3 | $1K | Hold |
100
| – | – | ﹤0.01% | 514 |
|
|
2018
Q2 | $1K | Hold |
100
| – | – | ﹤0.01% | 447 |
|
|
2018
Q1 | $0 | Hold |
100
| – | – | ﹤0.01% | 576 |
|
|
2017
Q4 | $1K | Hold |
100
| – | – | ﹤0.01% | 519 |
|
|
2017
Q3 | $1K | Hold |
100
| – | – | ﹤0.01% | 434 |
|
|
2017
Q2 | $1K | Hold |
100
| – | – | ﹤0.01% | 408 |
|
|
2017
Q1 | $1K | Hold |
100
| – | – | ﹤0.01% | 429 |
|
|
2016
Q4 | $1K | Hold |
100
| – | – | ﹤0.01% | 429 |
|
|
2016
Q3 | $1K | Hold |
100
| – | – | ﹤0.01% | 467 |
|
|
2016
Q2 | $1K | Sell |
100
-315
| -76% | -$3.15K | ﹤0.01% | 482 |
|
|
2016
Q1 | $3K | Buy |
415
+315
| +315% | +$2.28K | ﹤0.01% | 505 |
|
|
2015
Q4 | $1K | Hold |
100
| – | – | ﹤0.01% | 525 |
|
|
2015
Q3 | $1K | Hold |
100
| – | – | ﹤0.01% | 462 |
|
|
2015
Q2 | $2K | Hold |
100
| – | – | ﹤0.01% | 475 |
|
|
2015
Q1 | $2K | Sell |
100
-140
| -58% | -$2.8K | ﹤0.01% | 471 |
|
|
2014
Q4 | $7K | Buy |
240
+140
| +140% | +$4.08K | ﹤0.01% | 415 |
|
|
2014
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 416 |
|
|
2014
Q2 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 377 |
|