Cetera Advisors’s Summit Midstream Corporation SMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $377K | Buy |
13,420
+450
| +3% | +$12.6K | ﹤0.01% | 1792 |
|
|
2023
Q4 | $232K | Sell |
12,970
-11,326
| -47% | -$203K | ﹤0.01% | 1564 |
|
|
2023
Q3 | $336K | Buy |
24,296
+600
| +3% | +$8.31K | 0.01% | 1266 |
|
|
2023
Q2 | $385K | Buy |
23,696
+250
| +1% | +$4.06K | 0.01% | 1176 |
|
|
2023
Q1 | $360K | Buy |
23,446
+2,277
| +11% | +$35K | 0.01% | 1191 |
|
|
2022
Q4 | $353K | Buy |
21,169
+1,150
| +6% | +$19.2K | 0.01% | 1146 |
|
|
2022
Q3 | $301K | Buy |
20,019
+2,675
| +15% | +$40.2K | 0.01% | 975 |
|
|
2022
Q2 | $221K | Buy |
17,344
+3,043
| +21% | +$38.8K | 0.01% | 1191 |
|
|
2022
Q1 | $213K | Buy |
14,301
+2,370
| +20% | +$35.3K | ﹤0.01% | 1285 |
|
|
2021
Q4 | $265K | Buy |
11,931
+2,358
| +25% | +$52.4K | 0.01% | 1184 |
|
|
2021
Q3 | $340K | Buy |
+9,573
| New | +$340K | 0.01% | 1044 |
|
|
2020
Q4 | – | Sell |
-1,678
| Closed | -$16K | – | 1068 |
|
|
2020
Q3 | $16K | Hold |
1,678
| – | – | ﹤0.01% | 947 |
|
|
2020
Q2 | $25K | Buy |
+1,678
| New | +$25K | ﹤0.01% | 901 |
|