WP
SWN

WMS Partners’s Southwestern Energy Company SWN Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2014
Q3
Sell
-18,050
Closed -$821K 246
2014
Q2
$821K Sell
18,050
-57
-0.3% -$2.59K 0.13% 99
2014
Q1
$833K Buy
18,107
+6,357
+54% +$292K 0.13% 95
2013
Q4
$462K Buy
11,750
+3,700
+46% +$145K 0.08% 131
2013
Q3
$293K Hold
8,050
0.06% 149
2013
Q2
$294K Buy
+8,050
New +$294K 0.05% 167