Disciplined 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
Q3 | – | Sell |
-17
| Closed | -$538 | – | 1320 |
|
|
2023
Q2 | $538 | Buy |
17
+8
| +89% | +$253 | ﹤0.01% | 1204 |
|
|
2023
Q1 | $253 | Sell |
9
-10
| -53% | -$281 | ﹤0.01% | 1441 |
|
|
2022
Q4 | $662 | Sell |
19
-3
| -14% | -$105 | ﹤0.01% | 1073 |
|
|
2022
Q3 | $1K | Buy |
22
+2
| +10% | +$91 | ﹤0.01% | 1080 |
|
|
2022
Q2 | $1K | Buy |
20
+8
| +67% | +$400 | ﹤0.01% | 1104 |
|
|
2022
Q1 | $0 | Buy |
+12
| New | – | ﹤0.01% | 1599 |
|