Fieldpoint Private Securities’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | $0 | Sell |
13
-7
| -35% | – | ﹤0.01% | 1698 |
|
2022
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 1613 |
|
2021
Q4 | $1K | Sell |
20
-70
| -78% | -$3.5K | ﹤0.01% | 1604 |
|
2021
Q3 | $2K | Hold |
90
| – | – | ﹤0.01% | 1503 |
|
2021
Q2 | $2K | Hold |
90
| – | – | ﹤0.01% | 1408 |
|
2021
Q1 | $1K | Sell |
90
-45
| -33% | -$500 | ﹤0.01% | 1522 |
|
2020
Q4 | $1K | Buy |
+135
| New | +$1K | ﹤0.01% | 1453 |
|