CIBC Asset Management’s SM Energy SM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7,425
| Closed | -$222K | – | 1239 |
|
|
2025
Q1 | $222K | Sell |
7,425
-114
| -2% | -$3.41K | ﹤0.01% | 1015 |
|
|
2024
Q4 | $292K | Buy |
+7,539
| New | +$292K | ﹤0.01% | 898 |
|
|
2021
Q4 | – | Sell |
-13,233
| Closed | -$349K | – | 1591 |
|
|
2021
Q3 | $349K | Buy |
13,233
+609
| +5% | +$16.1K | ﹤0.01% | 946 |
|
|
2021
Q2 | $311K | Hold |
12,624
| – | – | ﹤0.01% | 976 |
|
|
2021
Q1 | $207K | Sell |
12,624
-1,571
| -11% | -$25.8K | ﹤0.01% | 1229 |
|
|
2020
Q4 | $87K | Sell |
14,195
-659
| -4% | -$4.04K | ﹤0.01% | 1214 |
|
|
2020
Q3 | $24K | Buy |
14,854
+111
| +0.8% | +$179 | ﹤0.01% | 1108 |
|
|
2020
Q2 | $55K | Hold |
14,743
| – | – | ﹤0.01% | 1062 |
|
|
2020
Q1 | $18K | Hold |
14,743
| – | – | ﹤0.01% | 1000 |
|
|
2019
Q4 | $166K | Buy |
14,743
+1,039
| +8% | +$11.7K | ﹤0.01% | 1110 |
|
|
2019
Q3 | $133K | Buy |
+13,704
| New | +$133K | ﹤0.01% | 1067 |
|