Ferris Capital’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-162
| Closed | -$3K | – | 540 |
|
|
2019
Q1 | $3K | Hold |
162
| – | – | ﹤0.01% | 587 |
|
|
2018
Q4 | $3K | Hold |
162
| – | – | ﹤0.01% | 568 |
|
|
2018
Q3 | $5K | Sell |
162
-18
| -10% | -$556 | ﹤0.01% | 560 |
|
|
2018
Q2 | $5K | Hold |
180
| – | – | ﹤0.01% | 557 |
|
|
2018
Q1 | $3K | Buy |
+180
| New | +$3K | ﹤0.01% | 623 |
|
|
2017
Q3 | – | Sell |
-180
| Closed | -$3K | – | 503 |
|
|
2017
Q2 | $3K | Buy |
+180
| New | +$3K | ﹤0.01% | 594 |
|