FORA Capital’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-62,508
| Closed | -$3.12M | – | 531 |
|
2024
Q1 | $3.12M | Buy |
+62,508
| New | +$3.12M | 0.26% | 112 |
|
2022
Q2 | – | Sell |
-6,602
| Closed | -$268K | – | 664 |
|
2022
Q1 | $268K | Buy |
+6,602
| New | +$268K | 0.05% | 416 |
|
2021
Q3 | – | Sell |
-6,829
| Closed | -$168K | – | 802 |
|
2021
Q2 | $168K | Buy |
+6,829
| New | +$168K | 0.03% | 476 |
|