FDx Advisors’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-7,620
| Closed | -$594K | – | 947 |
|
|
2014
Q3 | $594K | Sell |
7,620
-1,784
| -19% | -$139K | 0.04% | 502 |
|
|
2014
Q2 | $791K | Sell |
9,404
-3,896
| -29% | -$328K | 0.05% | 413 |
|
|
2014
Q1 | $948K | Buy |
13,300
+9,222
| +226% | +$657K | 0.08% | 262 |
|
|
2013
Q4 | $339K | Buy |
+4,078
| New | +$339K | 0.03% | 483 |
|