Capstone Asset Management’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
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|
2017
Q1 | $205K | Buy |
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|
2016
Q4 | $266K | Sell |
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|
2016
Q3 | $477K | Buy |
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|
2016
Q2 | $304K | Sell |
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|
2016
Q1 | $227K | Buy |
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|
2015
Q4 | $237K | Buy |
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|
2015
Q3 | $284K | Buy |
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|
2015
Q2 | $376K | Buy |
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|
2015
Q1 | $397K | Buy |
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|
2014
Q4 | $269K | Buy |
|
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|
2014
Q3 | $515K | Buy |
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|
2014
Q2 | $539K | Sell |
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|
2014
Q1 | $522K | Sell |
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|
2013
Q4 | $668K | Sell |
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|
2013
Q3 | $749K | Buy |
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|
2013
Q2 | $552K | Buy |
|