Alambic 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-11,300
| Closed | -$175K | – | 389 |
|
|
2018
Q4 | $175K | Buy |
11,300
+4,300
| +61% | +$66.6K | 0.07% | 258 |
|
|
2018
Q3 | $221K | Buy |
+7,000
| New | +$221K | 0.17% | 199 |
|
|
2017
Q3 | – | Sell |
-32,701
| Closed | -$541K | – | 577 |
|
|
2017
Q2 | $541K | Buy |
+32,701
| New | +$541K | 0.07% | 366 |
|
|
2017
Q1 | – | Sell |
-15,500
| Closed | -$534K | – | 673 |
|
|
2016
Q4 | $534K | Buy |
+15,500
| New | +$534K | 0.09% | 317 |
|