Chartwell Investment Partners’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-31,569
| Closed | -$1.1M | – | 431 |
|
|
2022
Q4 | $1.1M | Buy |
31,569
+1,115
| +4% | +$38.8K | 0.04% | 335 |
|
|
2022
Q3 | $1.15M | Buy |
30,454
+9,155
| +43% | +$344K | 0.05% | 334 |
|
|
2022
Q2 | $728K | Buy |
+21,299
| New | +$728K | 0.03% | 375 |
|
|
2017
Q2 | – | Sell |
-9,846
| Closed | -$237K | – | 423 |
|
|
2017
Q1 | $237K | Sell |
9,846
-39,784
| -80% | -$958K | 0.01% | 403 |
|
|
2016
Q4 | $1.71M | Buy |
+49,630
| New | +$1.71M | 0.06% | 329 |
|