FineMark National Bank & Trust’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-34
| Closed | -$1K | – | 1460 |
|
|
2015
Q3 | $1K | Buy |
+34
| New | +$1K | ﹤0.01% | 1432 |
|
|
2014
Q4 | – | Sell |
-76
| Closed | -$6K | – | 1443 |
|
|
2014
Q3 | $6K | Hold |
76
| – | – | ﹤0.01% | 1112 |
|
|
2014
Q2 | $6K | Sell |
76
-277
| -78% | -$21.9K | ﹤0.01% | 1144 |
|
|
2014
Q1 | $25K | Buy |
353
+232
| +192% | +$16.4K | ﹤0.01% | 830 |
|
|
2013
Q4 | $10K | Buy |
+121
| New | +$10K | ﹤0.01% | 1023 |
|