B. Riley Wealth Advisors’s SWIFT ENERGY CO (HOLDING COMPANY) SFY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-1,000
| Closed | -$4 | – | 2573 |
|
|
2014
Q4 | $4 | Buy |
+1,000
| New | +$4 | ﹤0.01% | 3259 |
|
|
2014
Q2 | – | Sell |
-4,750
| Closed | -$51K | – | 2477 |
|
|
2014
Q1 | $51K | Sell |
4,750
-3,750
| -44% | -$40.3K | 0.02% | 728 |
|
|
2013
Q4 | $115K | Sell |
8,500
-6,200
| -42% | -$83.9K | 0.04% | 518 |
|
|
2013
Q3 | $168K | Hold |
14,700
| – | – | 0.06% | 393 |
|
|
2013
Q2 | $176K | Buy |
+14,700
| New | +$176K | 0.06% | 383 |
|