Pathstone Family Office’s Southwestern Energy Company SWN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $110K | Buy |
+17,043
| New | +$110K | ﹤0.01% | 1576 |
|
2023
Q1 | – | Sell |
-39,182
| Closed | -$152K | – | 1528 |
|
2022
Q4 | $152K | Buy |
39,182
+17,742
| +83% | +$68.6K | ﹤0.01% | 1408 |
|
2022
Q3 | $132K | Buy |
+21,440
| New | +$132K | ﹤0.01% | 1391 |
|
2018
Q2 | – | Sell |
-1,865
| Closed | -$8K | – | 350 |
|
2018
Q1 | $8K | Buy |
+1,865
| New | +$8K | ﹤0.01% | 252 |
|
2017
Q2 | – | Sell |
-100
| Closed | -$1K | – | 667 |
|
2017
Q1 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 542 |
|