Capital Guardian Trust’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-176
| Closed | -$4K | – | 491 |
|
|
2017
Q1 | $4K | Hold |
176
| – | – | ﹤0.01% | 593 |
|
|
2016
Q4 | $6K | Hold |
176
| – | – | ﹤0.01% | 615 |
|
|
2016
Q3 | $7K | Hold |
176
| – | – | ﹤0.01% | 611 |
|
|
2016
Q2 | $5K | Hold |
176
| – | – | ﹤0.01% | 611 |
|
|
2016
Q1 | $3K | Hold |
176
| – | – | ﹤0.01% | 730 |
|
|
2015
Q4 | $3K | Hold |
176
| – | – | ﹤0.01% | 656 |
|
|
2015
Q3 | $6K | Hold |
176
| – | – | ﹤0.01% | 632 |
|
|
2015
Q2 | $8K | Hold |
176
| – | – | ﹤0.01% | 605 |
|
|
2015
Q1 | $9K | Buy |
+176
| New | +$9K | ﹤0.01% | 624 |
|