Convergence 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-13,169
| Closed | -$526K | – | 288 |
|
|
2024
Q3 | $526K | Buy |
+13,169
| New | +$526K | 0.14% | 172 |
|
|
2021
Q3 | – | Sell |
-11,432
| Closed | -$282K | – | 267 |
|
|
2021
Q2 | $282K | Buy |
+11,432
| New | +$282K | 0.12% | 174 |
|
|
2014
Q1 | – | Sell |
-14,290
| Closed | -$1.19M | – | 428 |
|
|
2013
Q4 | $1.19M | Buy |
+14,290
| New | +$1.19M | 0.19% | 154 |
|