Harvey Capital Management’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-7,500
| Closed | -$585K | – | 75 |
|
|
2014
Q3 | $585K | Hold |
7,500
| – | – | 0.23% | 53 |
|
|
2014
Q2 | $630K | Hold |
7,500
| – | – | 0.23% | 51 |
|
|
2014
Q1 | $534K | Sell |
7,500
-45,300
| -86% | -$3.23M | 0.21% | 56 |
|
|
2013
Q4 | $4.39M | Sell |
52,800
-10,050
| -16% | -$835K | 1.81% | 20 |
|
|
2013
Q3 | $4.85M | Sell |
62,850
-550
| -0.9% | -$42.5K | 2.46% | 15 |
|
|
2013
Q2 | $3.8M | Buy |
+63,400
| New | +$3.8M | 2.36% | 18 |
|