AGF Investments LLC’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-85,007
| Closed | -$1.06M | – | 698 |
|
|
2019
Q2 | $1.06M | Buy |
85,007
+55,046
| +184% | +$689K | 0.22% | 120 |
|
|
2019
Q1 | $524K | Buy |
29,961
+1,805
| +6% | +$31.6K | 0.12% | 142 |
|
|
2018
Q4 | $436K | Buy |
28,156
+503
| +2% | +$7.79K | 0.06% | 240 |
|
|
2018
Q3 | $873K | Buy |
+27,653
| New | +$873K | 0.11% | 181 |
|
|
2017
Q2 | – | Sell |
-368
| Closed | -$9K | – | 786 |
|
|
2017
Q1 | $9K | Buy |
368
+122
| +50% | +$2.98K | ﹤0.01% | 636 |
|
|
2016
Q4 | $9K | Buy |
+246
| New | +$9K | ﹤0.01% | 689 |
|