Wealthcare Advisory 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
Q4 | – | Sell |
-10,039
| Closed | -$71.4K | – | 941 |
|
|
2024
Q3 | $71.4K | Buy |
+10,039
| New | +$71.4K | ﹤0.01% | 865 |
|
|
2023
Q4 | – | Sell |
-10,381
| Closed | -$67K | – | 772 |
|
|
2023
Q3 | $67K | Sell |
10,381
-644
| -6% | -$4.15K | ﹤0.01% | 691 |
|
|
2023
Q2 | $66.3K | Buy |
+11,025
| New | +$66.3K | ﹤0.01% | 714 |
|
|
2023
Q1 | – | Sell |
-11,243
| Closed | -$65.8K | – | 754 |
|
|
2022
Q4 | $65.8K | Sell |
11,243
-82
| -0.7% | -$480 | ﹤0.01% | 685 |
|
|
2022
Q3 | $69K | Buy |
11,325
+32
| +0.3% | +$195 | ﹤0.01% | 593 |
|
|
2022
Q2 | $71K | Sell |
11,293
-38
| -0.3% | -$239 | ﹤0.01% | 556 |
|
|
2022
Q1 | $81K | Buy |
11,331
+536
| +5% | +$3.83K | ﹤0.01% | 537 |
|
|
2021
Q4 | $50K | Hold |
10,795
| – | – | ﹤0.01% | 572 |
|
|
2021
Q3 | $60K | Hold |
10,795
| – | – | ﹤0.01% | 541 |
|
|
2021
Q2 | $61K | Sell |
10,795
-100
| -0.9% | -$565 | ﹤0.01% | 548 |
|
|
2021
Q1 | $51K | Buy |
+10,895
| New | +$51K | ﹤0.01% | 870 |
|