Financial Architects (New Jersey)’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 |
-400
| Closed | -$7K | – | 1298 |
|
|
2019
Q1 | $7K | Sell |
400
-700
| -64% | -$12.3K | ﹤0.01% | 1051 |
|
|
2018
Q4 | $17K | Buy |
+1,100
| New | +$17K | ﹤0.01% | 756 |
|
|
2018
Q2 | – | Sell |
-200
| Closed | -$4K | – | 1409 |
|
|
2018
Q1 | $4K | Sell |
200
-301
| -60% | -$6.02K | ﹤0.01% | 1130 |
|
|
2017
Q4 | $11K | Buy |
501
+200
| +66% | +$4.39K | ﹤0.01% | 1001 |
|
|
2017
Q3 | $5K | Sell |
301
-400
| -57% | -$6.65K | ﹤0.01% | 1181 |
|
|
2017
Q2 | $12K | Buy |
701
+400
| +133% | +$6.85K | ﹤0.01% | 987 |
|
|
2017
Q1 | $7K | Buy |
+301
| New | +$7K | ﹤0.01% | 1123 |
|
|
2015
Q3 | – | Sell |
-275
| Closed | -$13K | – | 780 |
|
|
2015
Q2 | $13K | Buy |
275
+107
| +64% | +$5.06K | ﹤0.01% | 713 |
|
|
2015
Q1 | $9K | Buy |
+168
| New | +$9K | ﹤0.01% | 745 |
|
|
2014
Q4 | – | Sell |
-1,000
| Closed | -$78K | – | 997 |
|
|
2014
Q3 | $78K | Buy |
+1,000
| New | +$78K | 0.04% | 255 |
|