Aveo Capital Partners’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-20,402
| Closed | -$229K | – | 187 |
|
|
2019
Q4 | $229K | Sell |
20,402
-216
| -1% | -$2.42K | 0.09% | 169 |
|
|
2019
Q3 | $196K | Buy |
20,618
+300
| +1% | +$2.85K | 0.08% | 175 |
|
|
2019
Q2 | $205K | Buy |
20,318
+4,978
| +32% | +$50.2K | 0.09% | 175 |
|
|
2019
Q1 | $268K | Buy |
+15,340
| New | +$268K | 0.12% | 130 |
|