Sageworth Trust Company of South Dakota’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
Q2 | – | Sell |
-1,000
| Closed | -$5K | – | 225 |
|
2023
Q1 | $5K | Sell |
1,000
-639
| -39% | -$3.2K | 0.01% | 144 |
|
2022
Q4 | $10K | Hold |
1,639
| – | – | 0.02% | 111 |
|
2022
Q3 | $10K | Sell |
1,639
-454
| -22% | -$2.77K | 0.02% | 100 |
|
2022
Q2 | $13K | Buy |
2,093
+361
| +21% | +$2.24K | 0.03% | 121 |
|
2022
Q1 | $12K | Sell |
1,732
-745
| -30% | -$5.16K | 0.02% | 178 |
|
2021
Q4 | $12K | Buy |
+2,477
| New | +$12K | 0.02% | 339 |
|