GHP Investment Advisors’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-329
| Closed | -$14.2K | – | 1069 |
|
|
2024
Q2 | $14.2K | Buy |
+329
| New | +$14.2K | ﹤0.01% | 640 |
|
|
2023
Q1 | – | Sell |
-150
| Closed | -$5.22K | – | 952 |
|
|
2022
Q4 | $5.22K | Hold |
150
| – | – | ﹤0.01% | 778 |
|
|
2022
Q3 | $6K | Hold |
150
| – | – | ﹤0.01% | 770 |
|
|
2022
Q2 | $5K | Hold |
150
| – | – | ﹤0.01% | 807 |
|
|
2022
Q1 | $6K | Buy |
+150
| New | +$6K | ﹤0.01% | 809 |
|