Dean Capital Management’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-12,220
| Closed | -$392K | – | 75 |
|
|
2015
Q3 | $392K | Buy |
+12,220
| New | +$392K | 0.55% | 62 |
|
|
2015
Q2 | – | Sell |
-18,820
| Closed | -$972K | – | 93 |
|
|
2015
Q1 | $972K | Buy |
18,820
+5,730
| +44% | +$296K | 1.86% | 14 |
|
|
2014
Q4 | $505K | Buy |
+13,090
| New | +$505K | 0.98% | 57 |
|