WealthSource Partners’s Southwestern Energy Company SWN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $181K | Sell |
27,700
-10,700
| -28% | -$70.1K | 0.01% | 481 |
|
|
2023
Q3 | $248K | Hold |
38,400
| – | – | 0.02% | 435 |
|
|
2023
Q2 | $231K | Sell |
38,400
-32,050
| -45% | -$193K | 0.02% | 457 |
|
|
2023
Q1 | $352K | Sell |
70,450
-3,759
| -5% | -$18.8K | 0.02% | 375 |
|
|
2022
Q4 | $434K | Buy |
74,209
+394
| +0.5% | +$2.31K | 0.03% | 330 |
|
|
2022
Q3 | $452K | Buy |
73,815
+2,115
| +3% | +$13K | 0.03% | 319 |
|
|
2022
Q2 | $448K | Hold |
71,700
| – | – | 0.03% | 325 |
|
|
2022
Q1 | $514K | Buy |
71,700
+500
| +0.7% | +$3.58K | 0.03% | 336 |
|
|
2021
Q4 | $332K | Buy |
71,200
+15,650
| +28% | +$73K | 0.03% | 405 |
|
|
2021
Q3 | $308K | Hold |
55,550
| – | – | 0.03% | 389 |
|
|
2021
Q2 | $315K | Sell |
55,550
-1,000
| -2% | -$5.67K | 0.03% | 356 |
|
|
2021
Q1 | $263K | Buy |
+56,550
| New | +$263K | 0.03% | 360 |
|