Stratos Wealth Partners’s Southwestern Energy Company SWN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | – | Sell |
-5,257
| Closed | -$27K | – | 2603 |
|
2018
Q3 | $27K | Buy |
+5,257
| New | +$27K | ﹤0.01% | 1739 |
|
2018
Q2 | – | Sell |
-6,507
| Closed | -$28K | – | 2685 |
|
2018
Q1 | $28K | Buy |
6,507
+1,250
| +24% | +$5.38K | ﹤0.01% | 1877 |
|
2017
Q4 | $29K | Buy |
+5,257
| New | +$29K | ﹤0.01% | 1777 |
|
2017
Q2 | – | Sell |
-15,225
| Closed | -$124K | – | 865 |
|
2017
Q1 | $124K | Buy |
15,225
+4,104
| +37% | +$33.4K | 0.01% | 764 |
|
2016
Q4 | $120K | Sell |
11,121
-146
| -1% | -$1.58K | 0.01% | 688 |
|
2016
Q3 | $156K | Sell |
11,267
-297
| -3% | -$4.11K | 0.01% | 633 |
|
2016
Q2 | $145K | Hold |
11,564
| – | – | 0.01% | 589 |
|
2016
Q1 | $93K | Buy |
11,564
+599
| +5% | +$4.82K | 0.01% | 554 |
|
2015
Q4 | $78K | Buy |
+10,965
| New | +$78K | 0.01% | 561 |
|