Duncker Streett & Co’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 |
-55
| Closed | -$2K | – | 661 |
|
|
2015
Q3 | $2K | Hold |
55
| – | – | ﹤0.01% | 607 |
|
|
2015
Q2 | $3K | Hold |
55
| – | – | ﹤0.01% | 602 |
|
|
2015
Q1 | $3K | Hold |
55
| – | – | ﹤0.01% | 603 |
|
|
2014
Q4 | $2K | Hold |
55
| – | – | ﹤0.01% | 610 |
|
|
2014
Q3 | $4K | Sell |
55
-55
| -50% | -$4K | ﹤0.01% | 593 |
|
|
2014
Q2 | $9K | Buy |
110
+55
| +100% | +$4.5K | ﹤0.01% | 533 |
|
|
2014
Q1 | $4K | Hold |
55
| – | – | ﹤0.01% | 544 |
|
|
2013
Q4 | $5K | Hold |
55
| – | – | ﹤0.01% | 523 |
|
|
2013
Q3 | $4K | Hold |
55
| – | – | ﹤0.01% | 523 |
|
|
2013
Q2 | $3K | Buy |
+55
| New | +$3K | ﹤0.01% | 530 |
|