Enterprise Financial Services Corp (EFSC)’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | – | Sell |
-59
| Closed | -$1K | – | 1184 |
|
2019
Q2 | $1K | Hold |
59
| – | – | ﹤0.01% | 1134 |
|
2019
Q1 | $1K | Buy |
+59
| New | +$1K | ﹤0.01% | 1136 |
|
2018
Q4 | – | Sell |
-341
| Closed | -$11K | – | 1058 |
|
2018
Q3 | $11K | Buy |
341
+140
| +70% | +$4.52K | 0.01% | 570 |
|
2018
Q2 | $5K | Buy |
+201
| New | +$5K | ﹤0.01% | 736 |
|
2017
Q2 | – | Sell |
-79
| Closed | -$2K | – | 1035 |
|
2017
Q1 | $2K | Hold |
79
| – | – | ﹤0.01% | 960 |
|
2016
Q4 | $3K | Hold |
79
| – | – | ﹤0.01% | 863 |
|
2016
Q3 | $3K | Hold |
79
| – | – | ﹤0.01% | 827 |
|
2016
Q2 | $2K | Hold |
79
| – | – | ﹤0.01% | 864 |
|
2016
Q1 | $1K | Buy |
+79
| New | +$1K | ﹤0.01% | 995 |
|
2015
Q4 | – | Sell |
-66
| Closed | -$2K | – | 1149 |
|
2015
Q3 | $2K | Buy |
+66
| New | +$2K | ﹤0.01% | 920 |
|