Dean Investment Associates’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 |
-31,620
| Closed | -$1.01M | – | 229 |
|
|
2015
Q3 | $1.01M | Buy |
+31,620
| New | +$1.01M | 0.23% | 117 |
|
|
2015
Q2 | – | Sell |
-51,285
| Closed | -$2.65M | – | 245 |
|
|
2015
Q1 | $2.65M | Buy |
51,285
+14,800
| +41% | +$765K | 0.61% | 60 |
|
|
2014
Q4 | $1.41M | Buy |
+36,485
| New | +$1.41M | 0.33% | 107 |
|