VWA
SWN
Valued Wealth Advisors’s Southwestern Energy Company SWN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-38
| Closed | -$271 | – | 684 |
|
|
2024
Q3 | $271 | Sell |
38
-13
| -25% | -$93 | ﹤0.01% | 581 |
|
|
2024
Q2 | $344 | Hold |
51
| – | – | ﹤0.01% | 530 |
|
|
2024
Q1 | $387 | Buy |
51
+46
| +920% | +$349 | ﹤0.01% | 511 |
|
|
2023
Q4 | $33 | Buy |
+5
| New | +$33 | ﹤0.01% | 532 |
|