Squar Milner Financial Services’s Southwestern Energy Company SWN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-1,580
| Closed | -$2K | – | 781 |
|
2020
Q1 | $2K | Hold |
1,580
| – | – | ﹤0.01% | 693 |
|
2019
Q4 | $3K | Buy |
+1,580
| New | +$3K | ﹤0.01% | 720 |
|
2019
Q3 | – | Sell |
-1,580
| Closed | -$5K | – | 759 |
|
2019
Q2 | $5K | Sell |
1,580
-900
| -36% | -$2.85K | ﹤0.01% | 603 |
|
2019
Q1 | $11K | Hold |
2,480
| – | – | 0.01% | 506 |
|
2018
Q4 | $8K | Hold |
2,480
| – | – | 0.01% | 513 |
|
2018
Q3 | $13K | Sell |
2,480
-500
| -17% | -$2.62K | 0.01% | 456 |
|
2018
Q2 | $16K | Buy |
+2,980
| New | +$16K | 0.01% | 520 |
|