Wealthspire Advisors (Maryland)’s Southwestern Energy Company SWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,025
| Closed | -$5K | – | 2201 |
|
|
2019
Q1 | $5K | Sell |
1,025
-533
| -34% | -$2.6K | ﹤0.01% | 1859 |
|
|
2018
Q4 | $5K | Sell |
1,558
-336
| -18% | -$1.08K | ﹤0.01% | 1767 |
|
|
2018
Q3 | $10K | Hold |
1,894
| – | – | ﹤0.01% | 1532 |
|
|
2018
Q2 | $10K | Buy |
1,894
+302
| +19% | +$1.6K | ﹤0.01% | 1557 |
|
|
2018
Q1 | $7K | Buy |
1,592
+466
| +41% | +$2.05K | ﹤0.01% | 1702 |
|
|
2017
Q4 | $6K | Buy |
1,126
+10
| +0.9% | +$53 | ﹤0.01% | 1799 |
|
|
2017
Q3 | $7K | Sell |
1,116
-213
| -16% | -$1.34K | ﹤0.01% | 1704 |
|
|
2017
Q2 | $8K | Buy |
1,329
+32
| +2% | +$193 | ﹤0.01% | 1634 |
|
|
2017
Q1 | $11K | Sell |
1,297
-25
| -2% | -$212 | ﹤0.01% | 1322 |
|
|
2016
Q4 | $14K | Buy |
1,322
+225
| +21% | +$2.38K | ﹤0.01% | 1124 |
|
|
2016
Q3 | $15K | Buy |
1,097
+149
| +16% | +$2.04K | ﹤0.01% | 1152 |
|
|
2016
Q2 | $12K | Buy |
948
+81
| +9% | +$1.03K | ﹤0.01% | 1172 |
|
|
2016
Q1 | $7K | Buy |
867
+633
| +271% | +$5.11K | ﹤0.01% | 1270 |
|
|
2015
Q4 | $2K | Buy |
+234
| New | +$2K | ﹤0.01% | 1549 |
|