EWM
SFY
Evercore Wealth Management’s SWIFT ENERGY CO (HOLDING COMPANY) SFY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-200
| Closed | – | – | 1111 |
|
|
2015
Q3 | $0 | Hold |
200
| – | – | ﹤0.01% | 1104 |
|
|
2015
Q2 | $0 | Hold |
200
| – | – | ﹤0.01% | 1122 |
|
|
2015
Q1 | $0 | Hold |
200
| – | – | ﹤0.01% | 1070 |
|
|
2014
Q4 | $0 | Hold |
200
| – | – | ﹤0.01% | 1036 |
|
|
2014
Q3 | $2K | Hold |
200
| – | – | ﹤0.01% | 920 |
|
|
2014
Q2 | $2K | Hold |
200
| – | – | ﹤0.01% | 985 |
|
|
2014
Q1 | $2K | Hold |
200
| – | – | ﹤0.01% | 893 |
|
|
2013
Q4 | $2K | Hold |
200
| – | – | ﹤0.01% | 829 |
|
|
2013
Q3 | $2K | Hold |
200
| – | – | ﹤0.01% | 976 |
|
|
2013
Q2 | $2K | Buy |
+200
| New | +$2K | ﹤0.01% | 783 |
|