Boston Advisors’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-47,270
| Closed | -$3.69M | – | 605 |
|
|
2014
Q3 | $3.69M | Sell |
47,270
-55
| -0.1% | -$4.29K | 0.16% | 163 |
|
|
2014
Q2 | $3.98M | Sell |
47,325
-105
| -0.2% | -$8.83K | 0.17% | 161 |
|
|
2014
Q1 | $3.38M | Buy |
47,430
+19,700
| +71% | +$1.4M | 0.15% | 162 |
|
|
2013
Q4 | $2.31M | Sell |
27,730
-270
| -1% | -$22.4K | 0.11% | 177 |
|
|
2013
Q3 | $2.16M | Buy |
+28,000
| New | +$2.16M | 0.11% | 171 |
|