Benjamin F. Edwards & Company’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-200
| Closed | -$3K | – | 1969 |
|
|
2019
Q1 | $3K | Hold |
200
| – | – | ﹤0.01% | 1577 |
|
|
2018
Q4 | $3K | Buy |
+200
| New | +$3K | ﹤0.01% | 1555 |
|
|
2016
Q2 | – | Sell |
-33
| Closed | -$1K | – | 1130 |
|
|
2016
Q1 | $1K | Sell |
33
-200
| -86% | -$6.06K | ﹤0.01% | 1061 |
|
|
2015
Q4 | $5K | Buy |
233
+200
| +606% | +$4.29K | ﹤0.01% | 969 |
|
|
2015
Q3 | $1K | Sell |
33
-108
| -77% | -$3.27K | ﹤0.01% | 1105 |
|
|
2015
Q2 | $7K | Sell |
141
-567
| -80% | -$28.1K | ﹤0.01% | 990 |
|
|
2015
Q1 | $37K | Buy |
+708
| New | +$37K | 0.01% | 628 |
|