Gradient Investments’s Summit Midstream Corporation SMC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-145
Closed -$2K 1566
2022
Q2
$2K Hold
145
﹤0.01% 1086
2022
Q1
$2K Hold
145
﹤0.01% 1073
2021
Q4
$3K Hold
145
﹤0.01% 1038
2021
Q3
$5K Hold
145
﹤0.01% 898
2021
Q2
$4K Hold
145
﹤0.01% 925
2021
Q1
$3K Sell
145
-2,029
-93% -$42K ﹤0.01% 981
2020
Q4
$1K Buy
2,174
+2,029
+1,399% +$933 ﹤0.01% 1102
2020
Q3
$1K Hold
145
﹤0.01% 1107
2020
Q2
$2K Hold
145
﹤0.01% 930
2020
Q1
$1K Hold
145
﹤0.01% 1057
2019
Q4
$7K Hold
145
﹤0.01% 775
2019
Q3
$11K Hold
145
﹤0.01% 651
2019
Q2
$16K Sell
145
-145
-50% -$16K ﹤0.01% 558
2019
Q1
$42K Hold
290
﹤0.01% 357
2018
Q4
$44K Buy
+290
New +$44K ﹤0.01% 358