SFWA
SGY
Summit Financial Wealth Advisors’s Stone Energy SGY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-82,015
| Closed | -$65K | – | 158 |
|
|
2016
Q1 | $65K | Buy |
82,015
+71,850
| +707% | +$56.9K | 0.03% | 136 |
|
|
2015
Q4 | $44K | Buy |
10,165
+5,900
| +138% | +$25.5K | 0.02% | 118 |
|
|
2015
Q3 | $21K | Hold |
4,265
| – | – | 0.01% | 162 |
|
|
2015
Q2 | $53K | Hold |
4,265
| – | – | 0.03% | 139 |
|
|
2015
Q1 | $61K | Hold |
4,265
| – | – | 0.04% | 110 |
|
|
2014
Q4 | $72K | Buy |
+4,265
| New | +$72K | 0.05% | 105 |
|