Harvest Investment Services’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-58,170
| Closed | -$1.99M | – | 154 |
|
|
2022
Q2 | $1.99M | Buy |
58,170
+12,031
| +26% | +$411K | 1.52% | 19 |
|
|
2022
Q1 | $1.8M | Buy |
46,139
+8,253
| +22% | +$321K | 1.08% | 25 |
|
|
2021
Q4 | $1.12M | Buy |
37,886
+24,932
| +192% | +$734K | 0.47% | 58 |
|
|
2021
Q3 | $341K | Buy |
+12,954
| New | +$341K | 0.14% | 199 |
|