Balentine LLC’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-299
| Closed | -$7K | – | 446 |
|
|
2017
Q4 | $7K | Hold |
299
| – | – | ﹤0.01% | 492 |
|
|
2017
Q3 | $5K | Hold |
299
| – | – | ﹤0.01% | 520 |
|
|
2017
Q2 | $5K | Buy |
299
+146
| +95% | +$2.44K | ﹤0.01% | 496 |
|
|
2017
Q1 | $4K | Hold |
153
| – | – | ﹤0.01% | 490 |
|
|
2016
Q4 | $5K | Buy |
+153
| New | +$5K | ﹤0.01% | 451 |
|