Commonwealth Equity Services’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-9,181
| Closed | -$357K | – | 3789 |
|
|
2022
Q1 | $357K | Buy |
+9,181
| New | +$357K | ﹤0.01% | 2815 |
|
|
2016
Q4 | – | Sell |
-6,024
| Closed | -$232K | – | 2360 |
|
|
2016
Q3 | $232K | Sell |
6,024
-18,107
| -75% | -$697K | ﹤0.01% | 1900 |
|
|
2016
Q2 | $652K | Buy |
24,131
+5,960
| +33% | +$161K | 0.01% | 1201 |
|
|
2016
Q1 | $341K | Buy |
18,171
+819
| +5% | +$15.4K | ﹤0.01% | 1548 |
|
|
2015
Q4 | $341K | Sell |
17,352
-2,385
| -12% | -$46.9K | ﹤0.01% | 1516 |
|
|
2015
Q3 | $632K | Sell |
19,737
-119
| -0.6% | -$3.81K | 0.01% | 1121 |
|
|
2015
Q2 | $916K | Buy |
19,856
+307
| +2% | +$14.2K | 0.01% | 1007 |
|
|
2015
Q1 | $1.01M | Buy |
19,549
+1,889
| +11% | +$97.6K | 0.01% | 946 |
|
|
2014
Q4 | $681K | Buy |
17,660
+673
| +4% | +$26K | 0.01% | 1095 |
|
|
2014
Q3 | $1.33M | Buy |
16,987
+267
| +2% | +$20.8K | 0.02% | 724 |
|
|
2014
Q2 | $1.41M | Sell |
16,720
-1,419
| -8% | -$119K | 0.02% | 699 |
|
|
2014
Q1 | $1.29M | Buy |
18,139
+14,948
| +468% | +$1.07M | 0.02% | 682 |
|
|
2013
Q4 | $265K | Buy |
+3,191
| New | +$265K | ﹤0.01% | 1523 |
|