Gradient Investments’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 |
-17
| Closed | -$735 | – | 1120 |
|
|
2024
Q2 | $735 | Buy |
17
+10
| +143% | +$432 | ﹤0.01% | 1125 |
|
|
2024
Q1 | $349 | Hold |
7
| – | – | ﹤0.01% | 1065 |
|
|
2023
Q4 | $271 | Hold |
7
| – | – | ﹤0.01% | 1673 |
|
|
2023
Q3 | $278 | Hold |
7
| – | – | ﹤0.01% | 1642 |
|
|
2023
Q2 | $221 | Hold |
7
| – | – | ﹤0.01% | 1625 |
|
|
2023
Q1 | $197 | Buy |
+7
| New | +$197 | ﹤0.01% | 1384 |
|