CPWM LLC’s SM Energy SM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q4
Sell
2019
Q3
$113K Buy
2019
Q2
$134K Hold
2019
Q1
$187K Sell
2018
Q4
$166K Hold
2018
Q3
$337K Hold
2018
Q2
$275K Buy
2018
Q1
Sell
2017
Q4
$2.14M Buy
2017
Q3
$1.72M Hold
2017
Q2
$1.6M Buy
2017
Q1
$2.32M Buy
2016
Q4
$2.49M Sell
2016
Q3
$2.94M Sell
2016
Q2
$2.42M Sell
2016
Q1
$2.01M Buy
2015
Q4
$872K Buy
2015
Q3
$1.26M Buy
2015
Q2
$1.36M Sell
2015
Q1
$2.01M Buy
2014
Q4
$1.32M Buy