Glassman Wealth Services’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-57
| Closed | -$2.21K | – | 1557 |
|
|
2023
Q4 | $2.21K | Buy |
57
+31
| +119% | +$1.2K | ﹤0.01% | 1324 |
|
|
2023
Q3 | $1.03K | Hold |
26
| – | – | ﹤0.01% | 1538 |
|
|
2023
Q2 | $822 | Sell |
26
-19
| -42% | -$601 | ﹤0.01% | 1497 |
|
|
2023
Q1 | $1.27K | Buy |
45
+34
| +309% | +$957 | ﹤0.01% | 1356 |
|
|
2022
Q4 | $383 | Hold |
11
| – | – | ﹤0.01% | 1675 |
|
|
2022
Q3 | $0 | Sell |
11
-3
| -21% | – | ﹤0.01% | 1954 |
|
|
2022
Q2 | $0 | Buy |
14
+3
| +27% | – | ﹤0.01% | 1965 |
|
|
2022
Q1 | $0 | Hold |
11
| – | – | ﹤0.01% | 1923 |
|
|
2021
Q4 | $0 | Sell |
11
-300
| -96% | – | ﹤0.01% | 1885 |
|
|
2021
Q3 | $8K | Buy |
311
+11
| +4% | +$283 | ﹤0.01% | 833 |
|
|
2021
Q2 | $7K | Hold |
300
| – | – | ﹤0.01% | 844 |
|
|
2021
Q1 | $5K | Buy |
+300
| New | +$5K | ﹤0.01% | 875 |
|
|
2019
Q4 | – | Sell |
-134
| Closed | -$1K | – | 1458 |
|
|
2019
Q3 | $1K | Buy |
134
+132
| +6,600% | +$985 | ﹤0.01% | 912 |
|
|
2019
Q2 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1341 |
|