First Interstate Bank’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-1,500
| Closed | -$27K | – | 727 |
|
|
2017
Q3 | $27K | Hold |
1,500
| – | – | 0.01% | 420 |
|
|
2017
Q2 | $25K | Buy |
+1,500
| New | +$25K | 0.01% | 416 |
|
|
2016
Q4 | – | Sell |
-150
| Closed | -$6K | – | 792 |
|
|
2016
Q3 | $6K | Hold |
150
| – | – | ﹤0.01% | 630 |
|
|
2016
Q2 | $4K | Hold |
150
| – | – | ﹤0.01% | 658 |
|
|
2016
Q1 | $3K | Hold |
150
| – | – | ﹤0.01% | 688 |
|
|
2015
Q4 | $3K | Hold |
150
| – | – | ﹤0.01% | 708 |
|
|
2015
Q3 | $5K | Buy |
+150
| New | +$5K | ﹤0.01% | 676 |
|