Ergoteles’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-100,475
| Closed | -$2.83M | – | 1485 |
|
|
2023
Q1 | $2.83M | Buy |
100,475
+64,832
| +182% | +$1.83M | 0.11% | 178 |
|
|
2022
Q4 | $1.24M | Buy |
+35,643
| New | +$1.24M | 0.05% | 401 |
|
|
2022
Q3 | – | Sell |
-8,627
| Closed | -$295K | – | 1950 |
|
|
2022
Q2 | $295K | Buy |
+8,627
| New | +$295K | 0.01% | 1119 |
|
|
2020
Q4 | – | Sell |
-136,600
| Closed | -$217K | – | 892 |
|
|
2020
Q3 | $217K | Buy |
+136,600
| New | +$217K | 0.03% | 450 |
|