ELCO Management’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-14,000
| Closed | -$441K | – | 143 |
|
|
2018
Q3 | $441K | Sell |
14,000
-14,000
| -50% | -$441K | 0.23% | 95 |
|
|
2018
Q2 | $719K | Hold |
28,000
| – | – | 0.39% | 77 |
|
|
2018
Q1 | $505K | Hold |
28,000
| – | – | 0.3% | 90 |
|
|
2017
Q4 | $618K | Hold |
28,000
| – | – | 0.34% | 81 |
|
|
2017
Q3 | $497K | Hold |
28,000
| – | – | 0.28% | 91 |
|
|
2017
Q2 | $463K | Buy |
28,000
+10,000
| +56% | +$165K | 0.27% | 93 |
|
|
2017
Q1 | $432K | Buy |
+18,000
| New | +$432K | 0.23% | 100 |
|