Kelleher Financial Advisors’s Southwestern Energy Company SWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-9,415
| Closed | -$214K | – | 124 |
|
|
2015
Q2 | $214K | Buy |
9,415
+300
| +3% | +$6.82K | 0.12% | 103 |
|
|
2015
Q1 | $211K | Buy |
+9,115
| New | +$211K | 0.12% | 108 |
|
|
2014
Q4 | – | Sell |
-7,200
| Closed | -$234K | – | 120 |
|
|
2014
Q3 | $234K | Buy |
7,200
+100
| +1% | +$3.25K | 0.13% | 101 |
|
|
2014
Q2 | $323K | Sell |
7,100
-200
| -3% | -$9.1K | 0.17% | 84 |
|
|
2014
Q1 | $335K | Hold |
7,300
| – | – | 0.18% | 81 |
|
|
2013
Q4 | $287K | Buy |
7,300
+1,200
| +20% | +$47.2K | 0.15% | 88 |
|
|
2013
Q3 | $222K | Buy |
+6,100
| New | +$222K | 0.13% | 91 |
|