BDO Wealth Advisors’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 |
-76
| Closed | -$2K | – | 614 |
|
|
2018
Q3 | $2K | Sell |
76
-25
| -25% | -$658 | ﹤0.01% | 570 |
|
|
2018
Q2 | $3K | Buy |
101
+1
| +1% | +$30 | ﹤0.01% | 554 |
|
|
2018
Q1 | $2K | Sell |
100
-80
| -44% | -$1.6K | ﹤0.01% | 523 |
|
|
2017
Q4 | $4K | Hold |
180
| – | – | ﹤0.01% | 392 |
|
|
2017
Q3 | $3K | Hold |
180
| – | – | ﹤0.01% | 382 |
|
|
2017
Q2 | $3K | Buy |
+180
| New | +$3K | ﹤0.01% | 479 |
|