PMFA
SWN
Plante Moran Financial Advisors’s Southwestern Energy Company SWN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-283
| Closed | -$2K | – | 919 |
|
|
2017
Q3 | $2K | Hold |
283
| – | – | ﹤0.01% | 741 |
|
|
2017
Q2 | $2K | Sell |
283
-110
| -28% | -$777 | ﹤0.01% | 762 |
|
|
2017
Q1 | $3K | Buy |
393
+110
| +39% | +$840 | ﹤0.01% | 772 |
|
|
2016
Q4 | $3K | Hold |
283
| – | – | ﹤0.01% | 823 |
|
|
2016
Q3 | $4K | Hold |
283
| – | – | ﹤0.01% | 758 |
|
|
2016
Q2 | $4K | Hold |
283
| – | – | ﹤0.01% | 691 |
|
|
2016
Q1 | $2K | Buy |
+283
| New | +$2K | ﹤0.01% | 764 |
|
|
2015
Q1 | – | Sell |
-500
| Closed | -$14K | – | 814 |
|
|
2014
Q4 | $14K | Hold |
500
| – | – | 0.01% | 477 |
|
|
2014
Q3 | $17K | Buy |
+500
| New | +$17K | 0.01% | 434 |
|