AdvisorShares Investments’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-10,032
| Closed | -$401K | – | 323 |
|
|
2024
Q3 | $401K | Buy |
10,032
+664
| +7% | +$26.5K | 0.08% | 189 |
|
|
2024
Q2 | $409K | Sell |
9,368
-404
| -4% | -$17.6K | 0.07% | 188 |
|
|
2024
Q1 | $487K | Hold |
9,772
| – | – | 0.08% | 146 |
|
|
2023
Q4 | $378K | Sell |
9,772
-114
| -1% | -$4.41K | 0.09% | 194 |
|
|
2023
Q3 | $392K | Buy |
+9,886
| New | +$392K | 0.1% | 126 |
|