Emerald Advisers’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-35,243
| Closed | -$583K | – | 249 |
|
|
2017
Q2 | $583K | Sell |
35,243
-3,322
| -9% | -$55K | 0.02% | 192 |
|
|
2017
Q1 | $926K | Buy |
38,565
+2,400
| +7% | +$57.6K | 0.04% | 184 |
|
|
2016
Q4 | $1.25M | Buy |
+36,165
| New | +$1.25M | 0.05% | 176 |
|
|
2016
Q1 | – | Sell |
-21,479
| Closed | -$422K | – | 332 |
|
|
2015
Q4 | $422K | Sell |
21,479
-6,828
| -24% | -$134K | 0.02% | 296 |
|
|
2015
Q3 | $907K | Buy |
28,307
+7,578
| +37% | +$243K | 0.05% | 257 |
|
|
2015
Q2 | $956K | Sell |
20,729
-13,642
| -40% | -$629K | 0.05% | 258 |
|
|
2015
Q1 | $1.9M | Buy |
+34,371
| New | +$1.9M | 0.1% | 218 |
|