Founders Financial Securities’s SM Energy SM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q4
Sell
-3,235
Closed -$252K 89
2014
Q3
$252K Buy
3,235
+220
+7% +$17.1K 0.16% 50
2014
Q2
$254K Buy
+3,015
New +$254K 0.17% 54