DFPG Investments’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $2.47M | Sell |
62,801
-91
| -0.1% | -$3.58K | 0.19% | 125 |
|
|
2023
Q3 | $2.28M | Sell |
62,892
-12,318
| -16% | -$447K | 0.21% | 116 |
|
|
2023
Q2 | $2.61M | Hold |
75,210
| – | – | 0.24% | 104 |
|
|
2023
Q1 | $2.12M | Buy |
75,210
+210
| +0.3% | +$5.91K | 0.23% | 102 |
|
|
2022
Q4 | $2.39M | Buy |
+75,000
| New | +$2.39M | 0.39% | 65 |
|