LWA
SWN
Lenox Wealth Advisors’s Southwestern Energy Company SWN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-60
| Closed | – | – | 530 |
|
|
2018
Q2 | $0 | Buy |
+60
| New | – | ﹤0.01% | 663 |
|
|
2015
Q4 | – | Sell |
-239
| Closed | -$3K | – | 569 |
|
|
2015
Q3 | $3K | Buy |
+239
| New | +$3K | ﹤0.01% | 323 |
|
|
2015
Q2 | – | Sell |
-239
| Closed | -$6K | – | 335 |
|
|
2015
Q1 | $6K | Hold |
239
| – | – | ﹤0.01% | 220 |
|
|
2014
Q4 | $7K | Sell |
239
-213
| -47% | -$6.24K | ﹤0.01% | 206 |
|
|
2014
Q3 | $16K | Hold |
452
| – | – | 0.01% | 145 |
|
|
2014
Q2 | $20K | Buy |
452
+239
| +112% | +$10.6K | 0.01% | 106 |
|
|
2014
Q1 | $10K | Sell |
213
-100
| -32% | -$4.7K | 0.01% | 132 |
|
|
2013
Q4 | $12K | Buy |
313
+100
| +47% | +$3.83K | 0.01% | 156 |
|
|
2013
Q3 | $8K | Hold |
213
| – | – | 0.01% | 121 |
|
|
2013
Q2 | $8K | Buy |
+213
| New | +$8K | 0.01% | 135 |
|