Advisor Group’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $3K | Sell |
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|
2019
Q3 | $3K | Sell |
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|
2019
Q2 | $26K | Buy |
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|
2019
Q1 | $29K | Sell |
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|
2018
Q4 | $39K | Buy |
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|
2018
Q3 | $48K | Buy |
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|
2018
Q2 | $38K | Sell |
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|
2018
Q1 | $42K | Buy |
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|
2017
Q4 | $48K | Buy |
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|
2017
Q3 | $14K | Hold |
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|
2017
Q2 | $14K | Buy |
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|
2017
Q1 | $11K | Buy |
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|
2016
Q4 | $16K | Buy |
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|
2016
Q3 | $9K | Sell |
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|
2016
Q2 | $18K | Buy |
|