Credit Agricole’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-6,071
| Closed | -$108K | – | 959 |
|
|
2017
Q3 | $108K | Buy |
6,071
+1,835
| +43% | +$32.6K | ﹤0.01% | 1340 |
|
|
2017
Q2 | $70K | Sell |
4,236
-2,870
| -40% | -$47.4K | ﹤0.01% | 1367 |
|
|
2017
Q1 | $171K | Buy |
7,106
+831
| +13% | +$20K | ﹤0.01% | 1547 |
|
|
2016
Q4 | $216K | Sell |
6,275
-413
| -6% | -$14.2K | ﹤0.01% | 1322 |
|
|
2016
Q3 | $258K | Buy |
6,688
+1,064
| +19% | +$41K | ﹤0.01% | 1366 |
|
|
2016
Q2 | $152K | Buy |
+5,624
| New | +$152K | ﹤0.01% | 1310 |
|
|
2015
Q3 | – | Sell |
-12,713
| Closed | -$586K | – | 1471 |
|
|
2015
Q2 | $586K | Hold |
12,713
| – | – | ﹤0.01% | 1127 |
|
|
2015
Q1 | $657K | Sell |
12,713
-397
| -3% | -$20.5K | ﹤0.01% | 1163 |
|
|
2014
Q4 | $451K | Sell |
13,110
-60,530
| -82% | -$2.08M | ﹤0.01% | 1276 |
|
|
2014
Q3 | $5.74M | Buy |
73,640
+19,815
| +37% | +$1.55M | 0.02% | 569 |
|
|
2014
Q2 | $4.53M | Buy |
+53,825
| New | +$4.53M | 0.02% | 651 |
|
|
2013
Q4 | – | Sell |
-13,400
| Closed | -$1.03M | – | 1656 |
|
|
2013
Q3 | $1.03M | Buy |
+13,400
| New | +$1.03M | ﹤0.01% | 1001 |
|