Duality Advisers’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 | – | Sell |
-12,078
| Closed | -$479K | – | 733 |
|
|
2023
Q3 | $479K | Buy |
+12,078
| New | +$479K | 0.06% | 425 |
|
|
2023
Q2 | – | Sell |
-10,089
| Closed | -$284K | – | 717 |
|
|
2023
Q1 | $284K | Buy |
+10,089
| New | +$284K | 0.03% | 487 |
|
|
2020
Q1 | – | Sell |
-314,882
| Closed | -$3.54M | – | 288 |
|
|
2019
Q4 | $3.54M | Buy |
+314,882
| New | +$3.54M | 0.21% | 158 |
|