Advisor Group’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $3K | Sell |
324
-61
| -16% | -$565 | ﹤0.01% | 4836 |
|
|
2019
Q3 | $3K | Sell |
385
-1,699
| -82% | -$13.2K | ﹤0.01% | 4842 |
|
|
2019
Q2 | $26K | Buy |
2,084
+392
| +23% | +$4.89K | ﹤0.01% | 3801 |
|
|
2019
Q1 | $29K | Sell |
1,692
-823
| -33% | -$14.1K | ﹤0.01% | 3753 |
|
|
2018
Q4 | $39K | Buy |
2,515
+998
| +66% | +$15.5K | ﹤0.01% | 3364 |
|
|
2018
Q3 | $48K | Buy |
1,517
+31
| +2% | +$981 | ﹤0.01% | 3322 |
|
|
2018
Q2 | $38K | Sell |
1,486
-818
| -36% | -$20.9K | ﹤0.01% | 3305 |
|
|
2018
Q1 | $42K | Buy |
2,304
+137
| +6% | +$2.5K | ﹤0.01% | 3197 |
|
|
2017
Q4 | $48K | Buy |
2,167
+1,353
| +166% | +$30K | ﹤0.01% | 3112 |
|
|
2017
Q3 | $14K | Hold |
814
| – | – | ﹤0.01% | 3779 |
|
|
2017
Q2 | $14K | Buy |
814
+350
| +75% | +$6.02K | ﹤0.01% | 3742 |
|
|
2017
Q1 | $11K | Buy |
464
+11
| +2% | +$261 | ﹤0.01% | 3734 |
|
|
2016
Q4 | $16K | Buy |
453
+218
| +93% | +$7.7K | ﹤0.01% | 3367 |
|
|
2016
Q3 | $9K | Sell |
235
-500
| -68% | -$19.1K | ﹤0.01% | 3628 |
|
|
2016
Q2 | $18K | Buy |
+735
| New | +$18K | ﹤0.01% | 3135 |
|