TWA
SWN
TCI Wealth Advisors’s Southwestern Energy Company SWN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-45
| Closed | -$225 | – | 2386 |
|
2023
Q1 | $225 | Sell |
45
-899
| -95% | -$4.5K | ﹤0.01% | 2321 |
|
2022
Q4 | $5.52K | Hold |
944
| – | – | ﹤0.01% | 1460 |
|
2022
Q3 | $6K | Hold |
944
| – | – | ﹤0.01% | 1399 |
|
2022
Q2 | $6K | Hold |
944
| – | – | ﹤0.01% | 1423 |
|
2022
Q1 | $7K | Hold |
944
| – | – | ﹤0.01% | 1370 |
|
2021
Q4 | $4K | Hold |
944
| – | – | ﹤0.01% | 1939 |
|
2021
Q3 | $5K | Hold |
944
| – | – | ﹤0.01% | 1660 |
|
2021
Q2 | $5K | Hold |
944
| – | – | ﹤0.01% | 1488 |
|
2021
Q1 | $4K | Sell |
944
-438
| -32% | -$1.86K | ﹤0.01% | 1431 |
|
2020
Q4 | $4K | Buy |
1,382
+85
| +7% | +$246 | ﹤0.01% | 1011 |
|
2020
Q3 | $3K | Buy |
1,297
+353
| +37% | +$816 | ﹤0.01% | 1023 |
|
2020
Q2 | $2K | Hold |
944
| – | – | ﹤0.01% | 1144 |
|
2020
Q1 | $2K | Sell |
944
-117
| -11% | -$248 | ﹤0.01% | 1125 |
|
2019
Q4 | $3K | Buy |
+1,061
| New | +$3K | ﹤0.01% | 1065 |
|
2018
Q1 | – | Sell |
-481
| Closed | -$3K | – | 1452 |
|
2017
Q4 | $3K | Hold |
481
| – | – | ﹤0.01% | 946 |
|
2017
Q3 | $3K | Sell |
481
-86
| -15% | -$536 | ﹤0.01% | 884 |
|
2017
Q2 | $3K | Hold |
567
| – | – | ﹤0.01% | 923 |
|
2017
Q1 | $5K | Hold |
567
| – | – | ﹤0.01% | 732 |
|
2016
Q4 | $6K | Hold |
567
| – | – | ﹤0.01% | 747 |
|
2016
Q3 | $8K | Hold |
567
| – | – | ﹤0.01% | 641 |
|
2016
Q2 | $7K | Hold |
567
| – | – | ﹤0.01% | 662 |
|
2016
Q1 | $5K | Buy |
567
+387
| +215% | +$3.41K | ﹤0.01% | 737 |
|
2015
Q4 | $1K | Buy |
+180
| New | +$1K | ﹤0.01% | 981 |
|
2015
Q1 | – | Sell |
-28
| Closed | -$1K | – | 969 |
|
2014
Q4 | $1K | Hold |
28
| – | – | ﹤0.01% | 841 |
|
2014
Q3 | $1K | Hold |
28
| – | – | ﹤0.01% | 842 |
|
2014
Q2 | $1K | Hold |
28
| – | – | ﹤0.01% | 856 |
|
2014
Q1 | $1K | Hold |
28
| – | – | ﹤0.01% | 831 |
|
2013
Q4 | $1K | Hold |
28
| – | – | ﹤0.01% | 812 |
|
2013
Q3 | $1K | Hold |
28
| – | – | ﹤0.01% | 735 |
|
2013
Q2 | $1K | Buy |
+28
| New | +$1K | ﹤0.01% | 671 |
|