CAM
Cypress Asset Management’s SM Energy SM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-8,322
| Closed | -$262K | – | 169 |
|
|
2018
Q3 | $262K | Sell |
8,322
-153
| -2% | -$4.82K | 0.08% | 157 |
|
|
2018
Q2 | $218K | Buy |
+8,475
| New | +$218K | 0.06% | 170 |
|
|
2017
Q1 | – | Sell |
-6,974
| Closed | -$240K | – | 211 |
|
|
2016
Q4 | $240K | Sell |
6,974
-300
| -4% | -$10.3K | 0.05% | 191 |
|
|
2016
Q3 | $281K | Buy |
+7,274
| New | +$281K | 0.06% | 177 |
|
|
2015
Q2 | – | Sell |
-4,063
| Closed | -$210K | – | 213 |
|
|
2015
Q1 | $210K | Buy |
+4,063
| New | +$210K | 0.04% | 188 |
|