Advisory Services Network’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-90
| Closed | -$3.49K | – | 3343 |
|
|
2023
Q4 | $3.49K | Buy |
+90
| New | +$3.49K | ﹤0.01% | 3232 |
|
|
2023
Q1 | – | Sell |
-650
| Closed | -$22.6K | – | 4135 |
|
|
2022
Q4 | $22.6K | Buy |
+650
| New | +$22.6K | ﹤0.01% | 2398 |
|
|
2020
Q1 | – | Sell |
-3,149
| Closed | -$35K | – | 3264 |
|
|
2019
Q4 | $35K | Buy |
+3,149
| New | +$35K | ﹤0.01% | 1698 |
|
|
2018
Q4 | – | Sell |
-640
| Closed | -$20K | – | 2661 |
|
|
2018
Q3 | $20K | Sell |
640
-453
| -41% | -$14.2K | ﹤0.01% | 1574 |
|
|
2018
Q2 | $30K | Sell |
1,093
-100
| -8% | -$2.75K | ﹤0.01% | 1396 |
|
|
2018
Q1 | $22K | Buy |
1,193
+400
| +50% | +$7.38K | ﹤0.01% | 1624 |
|
|
2017
Q4 | $18K | Sell |
793
-2,200
| -74% | -$49.9K | ﹤0.01% | 1655 |
|
|
2017
Q3 | $53K | Sell |
2,993
-402
| -12% | -$7.12K | 0.01% | 1083 |
|
|
2017
Q2 | $56K | Buy |
3,395
+1,845
| +119% | +$30.4K | 0.01% | 1014 |
|
|
2017
Q1 | $37K | Buy |
+1,550
| New | +$37K | 0.01% | 1075 |
|
|
2016
Q1 | – | Sell |
-350
| Closed | -$7K | – | 1778 |
|
|
2015
Q4 | $7K | Buy |
350
+180
| +106% | +$3.6K | ﹤0.01% | 1041 |
|
|
2015
Q3 | $5K | Buy |
170
+69
| +68% | +$2.03K | ﹤0.01% | 1139 |
|
|
2015
Q2 | $5K | Buy |
+101
| New | +$5K | ﹤0.01% | 1089 |
|
|
2015
Q1 | – | Sell |
-62
| Closed | -$2K | – | 1342 |
|
|
2014
Q4 | $2K | Buy |
+62
| New | +$2K | ﹤0.01% | 1102 |
|