OPOWM
SWN
One Plus One Wealth Management’s Southwestern Energy Company SWN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-22,035
| Closed | -$157K | – | 99 |
|
|
2024
Q3 | $157K | Hold |
22,035
| – | – | 0.09% | 85 |
|
|
2024
Q2 | $148K | Sell |
22,035
-5,961
| -21% | -$40.1K | 0.08% | 90 |
|
|
2024
Q1 | $212K | Sell |
27,996
-3,440
| -11% | -$26.1K | 0.12% | 91 |
|
|
2023
Q4 | $206K | Hold |
31,436
| – | – | 0.13% | 86 |
|
|
2023
Q3 | $203K | Buy |
31,436
+7,459
| +31% | +$48.1K | 0.13% | 85 |
|
|
2023
Q2 | $144K | Buy |
23,977
+399
| +2% | +$2.4K | 0.09% | 88 |
|
|
2023
Q1 | $118K | Buy |
23,578
+7,937
| +51% | +$39.7K | 0.08% | 83 |
|
|
2022
Q4 | $91.5K | Buy |
15,641
+1,391
| +10% | +$8.14K | 0.06% | 87 |
|
|
2022
Q3 | $87K | Hold |
14,250
| – | – | 0.07% | 89 |
|
|
2022
Q2 | $89K | Hold |
14,250
| – | – | 0.07% | 90 |
|
|
2022
Q1 | $102K | Hold |
14,250
| – | – | 0.07% | 90 |
|
|
2021
Q4 | $66K | Hold |
14,250
| – | – | 0.05% | 96 |
|
|
2021
Q3 | $79K | Hold |
14,250
| – | – | 0.06% | 87 |
|
|
2021
Q2 | $81K | Hold |
14,250
| – | – | 0.06% | 83 |
|
|
2021
Q1 | $66K | Buy |
+14,250
| New | +$66K | 0.05% | 92 |
|