Advisor Partners’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $307K | Buy |
8,985
+644
| +8% | +$22K | 0.02% | 631 |
|
|
2022
Q1 | $325K | Buy |
8,341
+372
| +5% | +$14.5K | 0.02% | 647 |
|
|
2021
Q4 | $235K | Buy |
+7,969
| New | +$235K | 0.01% | 758 |
|
|
2020
Q2 | – | Sell |
-10,627
| Closed | -$14K | – | 706 |
|
|
2020
Q1 | $14K | Buy |
+10,627
| New | +$14K | ﹤0.01% | 625 |
|
|
2014
Q1 | – | Sell |
-2,446
| Closed | -$203K | – | 266 |
|
|
2013
Q4 | $203K | Buy |
+2,446
| New | +$203K | 0.12% | 247 |
|