Cetera Advisors’s Summit Midstream SMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $377K | Buy |
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|
2023
Q4 | $232K | Sell |
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|
2023
Q3 | $336K | Buy |
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|
2023
Q2 | $385K | Buy |
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|
2023
Q1 | $360K | Buy |
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|
2022
Q4 | $353K | Buy |
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|
2022
Q3 | $301K | Buy |
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|
2022
Q2 | $221K | Buy |
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|
2022
Q1 | $213K | Buy |
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|
2021
Q4 | $265K | Buy |
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|
2021
Q3 | $340K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $16K | Hold |
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|
2020
Q2 | $25K | Buy |
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