Veritable’s Southwestern Energy Company SWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-16,593
| Closed | -$99.7K | – | 878 |
|
|
2023
Q2 | $99.7K | Buy |
16,593
+5,569
| +51% | +$33.5K | ﹤0.01% | 871 |
|
|
2023
Q1 | $55.1K | Sell |
11,024
-143
| -1% | -$715 | ﹤0.01% | 878 |
|
|
2022
Q4 | $65.3K | Sell |
11,167
-2,797
| -20% | -$16.4K | ﹤0.01% | 852 |
|
|
2022
Q3 | $85K | Buy |
+13,964
| New | +$85K | ﹤0.01% | 773 |
|
|
2017
Q3 | – | Sell |
-30,891
| Closed | -$188K | – | 781 |
|
|
2017
Q2 | $188K | Sell |
30,891
-2,532
| -8% | -$15.4K | ﹤0.01% | 728 |
|
|
2017
Q1 | $273K | Buy |
33,423
+110
| +0.3% | +$898 | 0.01% | 628 |
|
|
2016
Q4 | $360K | Buy |
33,313
+299
| +0.9% | +$3.23K | 0.01% | 540 |
|
|
2016
Q3 | $457K | Sell |
33,014
-544
| -2% | -$7.53K | 0.01% | 490 |
|
|
2016
Q2 | $422K | Buy |
33,558
+2,314
| +7% | +$29.1K | 0.01% | 485 |
|
|
2016
Q1 | $252K | Buy |
31,244
+741
| +2% | +$5.98K | 0.01% | 608 |
|
|
2015
Q4 | $217K | Buy |
30,503
+3,848
| +14% | +$27.4K | 0.01% | 660 |
|
|
2015
Q3 | $338K | Buy |
26,655
+894
| +3% | +$11.3K | 0.01% | 539 |
|
|
2015
Q2 | $586K | Sell |
25,761
-28,353
| -52% | -$645K | 0.02% | 420 |
|
|
2015
Q1 | $1.26M | Sell |
54,114
-3,769
| -7% | -$87.4K | 0.03% | 352 |
|
|
2014
Q4 | $1.58M | Buy |
57,883
+2,481
| +4% | +$67.7K | 0.03% | 299 |
|
|
2014
Q3 | $1.94M | Sell |
55,402
-2,974
| -5% | -$104K | 0.04% | 265 |
|
|
2014
Q2 | $2.66M | Buy |
58,376
+1,252
| +2% | +$57K | 0.06% | 219 |
|
|
2014
Q1 | $2.63M | Buy |
57,124
+645
| +1% | +$29.7K | 0.06% | 215 |
|
|
2013
Q4 | $2.22M | Buy |
56,479
+4,156
| +8% | +$163K | 0.05% | 229 |
|
|
2013
Q3 | $1.9M | Sell |
52,323
-2,667
| -5% | -$97.1K | 0.04% | 246 |
|
|
2013
Q2 | $2.01M | Buy |
+54,990
| New | +$2.01M | 0.05% | 233 |
|