Coppell Advisory Solutions’s Summit Midstream Corporation SMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-11
| Closed | -$405 | – | 1956 |
|
|
2024
Q4 | $405 | Hold |
11
| – | – | ﹤0.01% | 1781 |
|
|
2024
Q3 | $380 | Hold |
11
| – | – | ﹤0.01% | 1681 |
|
|
2024
Q2 | $391 | Buy |
+11
| New | +$391 | ﹤0.01% | 1604 |
|
|
2023
Q4 | $197 | Sell |
11
-13
| -54% | -$233 | ﹤0.01% | 1601 |
|
|
2023
Q3 | $400 | Buy |
24
+13
| +118% | +$217 | ﹤0.01% | 1040 |
|
|
2023
Q2 | $173 | Buy |
+11
| New | +$173 | ﹤0.01% | 1339 |
|
|
2023
Q1 | – | Sell |
-24
| Closed | -$400 | – | 1128 |
|
|
2022
Q4 | $400 | Buy |
+24
| New | +$400 | ﹤0.01% | 1042 |
|