WR Wealth Planners’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 |
-392
| Closed | -$2.79K | – | 1207 |
|
|
2024
Q3 | $2.79K | Hold |
392
| – | – | ﹤0.01% | 838 |
|
|
2024
Q2 | $2.64K | Sell |
392
-1,000
| -72% | -$6.73K | ﹤0.01% | 828 |
|
|
2024
Q1 | $10.6K | Buy |
+1,392
| New | +$10.6K | ﹤0.01% | 586 |
|
|
2023
Q4 | – | Sell |
-1,000
| Closed | -$6.45K | – | 904 |
|
|
2023
Q3 | $6.45K | Hold |
1,000
| – | – | ﹤0.01% | 636 |
|
|
2023
Q2 | $6.01K | Hold |
1,000
| – | – | ﹤0.01% | 651 |
|
|
2023
Q1 | $5K | Buy |
+1,000
| New | +$5K | ﹤0.01% | 679 |
|