Sheaff Brock Investment Advisors’s Southwestern Energy Company SWN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-30,000
| Closed | -$325K | – | 646 |
|
|
2016
Q4 | $325K | Buy |
30,000
+5,000
| +20% | +$54.2K | 0.04% | 377 |
|
|
2016
Q3 | $346K | Hold |
25,000
| – | – | 0.05% | 323 |
|
|
2016
Q2 | $315K | Sell |
25,000
-1,000
| -4% | -$12.6K | 0.04% | 361 |
|
|
2016
Q1 | $210K | Buy |
26,000
+700
| +3% | +$5.65K | 0.03% | 478 |
|
|
2015
Q4 | $180K | Buy |
+25,300
| New | +$180K | 0.02% | 527 |
|