Aigen Investment Management’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 | – | Sell |
-11,016
| Closed | -$348K | – | 1062 |
|
|
2023
Q2 | $348K | Sell |
11,016
-791
| -7% | -$25K | 0.05% | 442 |
|
|
2023
Q1 | $332K | Buy |
+11,807
| New | +$332K | 0.05% | 406 |
|
|
2022
Q4 | – | Sell |
-34,817
| Closed | -$1.31M | – | 752 |
|
|
2022
Q3 | $1.31M | Buy |
34,817
+784
| +2% | +$29.5K | 0.19% | 158 |
|
|
2022
Q2 | $1.16M | Buy |
+34,033
| New | +$1.16M | 0.2% | 151 |
|
|
2021
Q4 | – | Sell |
-54,003
| Closed | -$1.43M | – | 1174 |
|
|
2021
Q3 | $1.43M | Buy |
54,003
+31,928
| +145% | +$842K | 0.27% | 107 |
|
|
2021
Q2 | $544K | Buy |
+22,075
| New | +$544K | 0.09% | 219 |
|
|
2020
Q1 | – | Sell |
-4,587
| Closed | -$52K | – | 1535 |
|
|
2019
Q4 | $52K | Buy |
+4,587
| New | +$52K | 0.01% | 804 |
|