Berman Capital Advisors’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $8K | Buy |
307
+41
| +15% | +$1.07K | ﹤0.01% | 1278 |
|
|
2021
Q2 | $6K | Buy |
266
+76
| +40% | +$1.71K | ﹤0.01% | 1306 |
|
|
2021
Q1 | $3K | Buy |
+190
| New | +$3K | ﹤0.01% | 1443 |
|
|
2020
Q1 | – | Sell |
-132
| Closed | -$1K | – | 1655 |
|
|
2019
Q4 | $1K | Buy |
132
+19
| +17% | +$144 | ﹤0.01% | 1382 |
|
|
2019
Q3 | $1K | Sell |
113
-102
| -47% | -$903 | ﹤0.01% | 1365 |
|
|
2019
Q2 | $2K | Sell |
215
-21
| -9% | -$195 | ﹤0.01% | 1230 |
|
|
2019
Q1 | $4K | Buy |
236
+225
| +2,045% | +$3.81K | ﹤0.01% | 937 |
|
|
2018
Q4 | $0 | Buy |
+11
| New | – | ﹤0.01% | 1260 |
|