Boston Private Bank & Trust’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $539K | Buy |
10,430
+2,405
| +30% | +$124K | 0.02% | 295 |
|
|
2014
Q4 | $310K | Sell |
8,025
-850
| -10% | -$32.8K | 0.01% | 347 |
|
|
2014
Q3 | $692K | Buy |
8,875
+300
| +3% | +$23.4K | 0.03% | 265 |
|
|
2014
Q2 | $721K | Buy |
8,575
+815
| +11% | +$68.5K | 0.04% | 256 |
|
|
2014
Q1 | $553K | Buy |
7,760
+610
| +9% | +$43.5K | 0.03% | 281 |
|
|
2013
Q4 | $594K | Buy |
7,150
+45
| +0.6% | +$3.74K | 0.03% | 268 |
|
|
2013
Q3 | $548K | Buy |
7,105
+640
| +10% | +$49.4K | 0.03% | 268 |
|
|
2013
Q2 | $388K | Buy |
+6,465
| New | +$388K | 0.02% | 296 |
|