AJ Wealth Strategies’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $710K | Buy |
22,445
+124
| +0.6% | +$3.92K | 0.03% | 150 |
|
|
2023
Q1 | $629K | Buy |
22,321
+106
| +0.5% | +$2.99K | 0.03% | 155 |
|
|
2022
Q4 | $774K | Buy |
22,215
+71
| +0.3% | +$2.47K | 0.04% | 151 |
|
|
2022
Q3 | $833K | Hold |
22,144
| – | – | 0.05% | 142 |
|
|
2022
Q2 | $757K | Buy |
22,144
+6
| +0% | +$205 | 0.04% | 151 |
|
|
2022
Q1 | $862K | Hold |
22,138
| – | – | 0.04% | 152 |
|
|
2021
Q4 | $653K | Sell |
22,138
-10,736
| -33% | -$317K | 0.03% | 170 |
|
|
2021
Q3 | $867K | Hold |
32,874
| – | – | 0.05% | 141 |
|
|
2021
Q2 | $810K | Buy |
32,874
+19
| +0.1% | +$468 | 0.05% | 140 |
|
|
2021
Q1 | $538K | Hold |
32,855
| – | – | 0.04% | 157 |
|
|
2020
Q4 | $201K | Buy |
32,855
+170
| +0.5% | +$1.04K | 0.02% | 223 |
|
|
2020
Q3 | $52K | Hold |
32,685
| – | – | 0.01% | 222 |
|
|
2020
Q2 | $123K | Buy |
32,685
+92
| +0.3% | +$346 | 0.01% | 193 |
|
|
2020
Q1 | $40K | Buy |
+32,593
| New | +$40K | 0.01% | 175 |
|