Avalon Investment & Advisory’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-11,270
| Closed | -$355K | – | 350 |
|
|
2018
Q3 | $355K | Sell |
11,270
-4,357
| -28% | -$137K | 0.01% | 306 |
|
|
2018
Q2 | $401K | Sell |
15,627
-821
| -5% | -$21.1K | 0.01% | 300 |
|
|
2018
Q1 | $297K | Sell |
16,448
-68
| -0.4% | -$1.23K | 0.01% | 318 |
|
|
2017
Q4 | $365K | Sell |
16,516
-10,105
| -38% | -$223K | 0.01% | 317 |
|
|
2017
Q3 | $472K | Buy |
+26,621
| New | +$472K | 0.02% | 317 |
|