PWP
SWN
Private Wealth Partners’s Southwestern Energy Company SWN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-61,550
| Closed | -$1.4M | – | 145 |
|
|
2015
Q2 | $1.4M | Buy |
61,550
+20,450
| +50% | +$465K | 0.32% | 66 |
|
|
2015
Q1 | $953K | Buy |
41,100
+18,000
| +78% | +$417K | 0.22% | 85 |
|
|
2014
Q4 | $630K | Buy |
23,100
+13,100
| +131% | +$357K | 0.15% | 106 |
|
|
2014
Q3 | $349K | Buy |
+10,000
| New | +$349K | 0.08% | 136 |
|