Morningstar Investment Services’s Southwestern Energy Company SWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-96,354
| Closed | -$778K | – | 233 |
|
|
2016
Q1 | $778K | Sell |
96,354
-14,928
| -13% | -$121K | 0.03% | 169 |
|
|
2015
Q4 | $791K | Buy |
111,282
+55,301
| +99% | +$393K | 0.03% | 165 |
|
|
2015
Q3 | $710K | Sell |
55,981
-4,895
| -8% | -$62.1K | 0.03% | 172 |
|
|
2015
Q2 | $1.38M | Sell |
60,876
-28,590
| -32% | -$650K | 0.06% | 153 |
|
|
2015
Q1 | $2.08M | Buy |
89,466
+14,185
| +19% | +$329K | 0.09% | 133 |
|
|
2014
Q4 | $2.05M | Buy |
75,281
+67,239
| +836% | +$1.83M | 0.1% | 133 |
|
|
2014
Q3 | $281K | Buy |
+8,042
| New | +$281K | 0.01% | 199 |
|