Baystate Wealth Management’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-30
| Closed | -$1K | – | 972 |
|
|
2021
Q3 | $1K | Hold |
30
| – | – | ﹤0.01% | 802 |
|
|
2021
Q2 | $1K | Hold |
30
| – | – | ﹤0.01% | 770 |
|
|
2021
Q1 | $1K | Hold |
30
| – | – | ﹤0.01% | 699 |
|
|
2020
Q4 | $0 | Hold |
30
| – | – | ﹤0.01% | 753 |
|
|
2020
Q3 | $0 | Hold |
30
| – | – | ﹤0.01% | 732 |
|
|
2020
Q2 | $0 | Hold |
30
| – | – | ﹤0.01% | 736 |
|
|
2020
Q1 | $0 | Hold |
30
| – | – | ﹤0.01% | 676 |
|
|
2019
Q4 | $0 | Hold |
30
| – | – | ﹤0.01% | 657 |
|
|
2019
Q3 | $0 | Hold |
30
| – | – | ﹤0.01% | 629 |
|
|
2019
Q2 | $1K | Hold |
30
| – | – | ﹤0.01% | 603 |
|
|
2019
Q1 | $1K | Hold |
30
| – | – | ﹤0.01% | 618 |
|
|
2018
Q4 | $1K | Hold |
30
| – | – | ﹤0.01% | 627 |
|
|
2018
Q3 | $1K | Hold |
30
| – | – | ﹤0.01% | 639 |
|
|
2018
Q2 | $1K | Hold |
30
| – | – | ﹤0.01% | 650 |
|
|
2018
Q1 | $1K | Hold |
30
| – | – | ﹤0.01% | 616 |
|
|
2017
Q4 | $1K | Hold |
30
| – | – | ﹤0.01% | 608 |
|
|
2017
Q3 | $1K | Hold |
30
| – | – | ﹤0.01% | 589 |
|
|
2017
Q2 | $1K | Hold |
30
| – | – | ﹤0.01% | 622 |
|
|
2017
Q1 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 586 |
|