Creative Planning’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
Q4 | – | Sell |
-3,250
| Closed | -$1K | – | 4627 |
|
|
2015
Q3 | $1K | Buy |
+3,250
| New | +$1K | ﹤0.01% | 4133 |
|
|
2015
Q2 | – | Sell |
-9,142
| Closed | -$20K | – | 3803 |
|
|
2015
Q1 | $20K | Buy |
9,142
+6,432
| +237% | +$14.1K | ﹤0.01% | 2714 |
|
|
2014
Q4 | $11K | Buy |
2,710
+400
| +17% | +$1.62K | ﹤0.01% | 3052 |
|
|
2014
Q3 | $22K | Sell |
2,310
-1,400
| -38% | -$13.3K | ﹤0.01% | 2474 |
|
|
2014
Q2 | $48K | Buy |
3,710
+1,500
| +68% | +$19.4K | ﹤0.01% | 1890 |
|
|
2014
Q1 | $24K | Hold |
2,210
| – | – | ﹤0.01% | 2250 |
|
|
2013
Q4 | $30K | Sell |
2,210
-4,500
| -67% | -$61.1K | ﹤0.01% | 1959 |
|
|
2013
Q3 | $77K | Buy |
6,710
+5,500
| +455% | +$63.1K | ﹤0.01% | 1280 |
|
|
2013
Q2 | $15K | Buy |
+1,210
| New | +$15K | ﹤0.01% | 2102 |
|