Bartlett & Co’s SM Energy SM Stock Holding History

Bartlett & Co’s Portfolio SM Stock Details SM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$55K	Hold
2023 Q3	$56K	Hold
2023 Q2	$44K	Hold
2023 Q1	$39K	Hold
2022 Q4	$49K	Hold
2022 Q3	$53K	Hold
2022 Q2	$48K	Hold
2022 Q1	$55K	Buy
2021 Q4	–	Sell
2021 Q3	$37K	Hold
2021 Q2	$34K	Hold
2021 Q1	$23K	Hold
2020 Q4	$9K	Hold
2020 Q3	$2K	Hold
2020 Q2	$5K	Sell
2020 Q1	$5K	Buy
2019 Q3	$66K	Hold
2019 Q2	$85K	Hold
2019 Q1	$118K	Hold
2018 Q4	$105K	Hold
2018 Q3	$213K	Hold
2018 Q2	$174K	Hold
2018 Q1	$122K	Hold
2017 Q4	$149K	Hold
2017 Q3	$120K	Hold
2017 Q2	$112K	Hold
2017 Q1	$162K	Hold
2016 Q4	$233K	Hold
2016 Q3	$261K	Hold
2016 Q2	$183K	Hold
2016 Q1	$127K	Hold
2015 Q4	$133K	Hold
2015 Q3	$217K	Hold
2015 Q2	$312K	Hold
2015 Q1	$349K	Hold
2014 Q4	$261K	Hold
2014 Q3	$527K	Hold
2014 Q2	$569K	Hold
2014 Q1	$482K	Sell
2013 Q4	$620K	Hold
2013 Q3	$576K	Sell
2013 Q2	$459K	Buy