Advisor Partners II’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.28M | Buy |
32,359
+161
| +0.5% | +$6.38K | 0.05% | 401 |
|
|
2023
Q2 | $1.02M | Buy |
32,198
+24,136
| +299% | +$763K | 0.05% | 382 |
|
|
2023
Q1 | $226K | Sell |
8,062
-829
| -9% | -$23.3K | 0.01% | 873 |
|
|
2022
Q4 | $310K | Sell |
8,891
-678
| -7% | -$23.6K | 0.02% | 673 |
|
|
2022
Q3 | $360K | Buy |
+9,569
| New | +$360K | 0.03% | 558 |
|