West Oak Capital’s Southwestern Energy Company SWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-250
| Closed | -$2K | – | 380 |
|
|
2022
Q1 | $2K | Hold |
250
| – | – | ﹤0.01% | 327 |
|
|
2021
Q4 | $1K | Hold |
250
| – | – | ﹤0.01% | 358 |
|
|
2021
Q3 | $1K | Hold |
250
| – | – | ﹤0.01% | 365 |
|
|
2021
Q2 | $1K | Hold |
250
| – | – | ﹤0.01% | 355 |
|
|
2021
Q1 | $1K | Hold |
250
| – | – | ﹤0.01% | 338 |
|
|
2020
Q4 | $1K | Buy |
+250
| New | +$1K | ﹤0.01% | 316 |
|