PCG Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-59,544
| Closed | -$390K | – | 119 |
|
|
2023
Q4 | $390K | Sell |
59,544
-79,648
| -57% | -$522K | 0.22% | 68 |
|
|
2023
Q3 | $898K | Buy |
139,192
+1,250
| +0.9% | +$8.06K | 0.59% | 43 |
|
|
2023
Q2 | $829K | Sell |
137,942
-13,465
| -9% | -$80.9K | 0.51% | 47 |
|
|
2023
Q1 | $757K | Buy |
151,407
+115,481
| +321% | +$577K | 0.48% | 51 |
|
|
2022
Q4 | $210K | Sell |
35,926
-426
| -1% | -$2.49K | 0.13% | 97 |
|
|
2022
Q3 | $222K | Buy |
36,352
+15,176
| +72% | +$92.7K | 0.08% | 125 |
|
|
2022
Q2 | $132K | Buy |
21,176
+8,750
| +70% | +$54.5K | 0.09% | 87 |
|
|
2022
Q1 | $89K | Buy |
+12,426
| New | +$89K | 0.06% | 83 |
|