TFO Wealth Partners’s Southwestern Energy Company SWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-14
| Closed | -$106 | – | 794 |
|
|
2024
Q1 | $106 | Hold |
14
| – | – | ﹤0.01% | 629 |
|
|
2023
Q4 | $92 | Hold |
14
| – | – | ﹤0.01% | 809 |
|
|
2023
Q3 | $84 | Hold |
14
| – | – | ﹤0.01% | 1001 |
|
|
2023
Q2 | $84 | Hold |
14
| – | – | ﹤0.01% | 700 |
|
|
2023
Q1 | $70 | Buy |
14
+10
| +250% | +$50 | ﹤0.01% | 708 |
|
|
2022
Q4 | $135 | Buy |
+4
| New | +$135 | ﹤0.01% | 710 |
|
|
2020
Q4 | – | Sell |
-1,900
| Closed | -$4K | – | 177 |
|
|
2020
Q3 | $4K | Hold |
1,900
| – | – | ﹤0.01% | 116 |
|
|
2020
Q2 | $5K | Hold |
1,900
| – | – | ﹤0.01% | 115 |
|
|
2020
Q1 | $3K | Hold |
1,900
| – | – | ﹤0.01% | 114 |
|
|
2019
Q4 | $4K | Buy |
+1,900
| New | +$4K | ﹤0.01% | 133 |
|