Firestone Capital Management’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-725
| Closed | -$18K | – | 391 |
|
|
2021
Q3 | $18K | Hold |
725
| – | – | 0.01% | 320 |
|
|
2021
Q2 | $18K | Sell |
725
-1,275
| -64% | -$31.7K | 0.01% | 312 |
|
|
2021
Q1 | $33K | Sell |
2,000
-2,635
| -57% | -$43.5K | 0.01% | 261 |
|
|
2020
Q4 | $28K | Buy |
4,635
+10
| +0.2% | +$60 | 0.01% | 266 |
|
|
2020
Q3 | $7K | Hold |
4,625
| – | – | ﹤0.01% | 344 |
|
|
2020
Q2 | $17K | Hold |
4,625
| – | – | 0.01% | 281 |
|
|
2020
Q1 | $6K | Buy |
+4,625
| New | +$6K | ﹤0.01% | 348 |
|