Henry H. Armstrong Associates’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-10,000
| Closed | -$125K | – | 52 |
|
|
2019
Q2 | $125K | Buy |
+10,000
| New | +$125K | 17.12% | 1 |
|
|
2018
Q4 | – | Sell |
-10,000
| Closed | -$315K | – | 54 |
|
|
2018
Q3 | $315K | Hold |
10,000
| – | – | 0.05% | 45 |
|
|
2018
Q2 | $257K | Hold |
10,000
| – | – | 0.04% | 48 |
|
|
2018
Q1 | $208K | Hold |
10,000
| – | – | 0.03% | 51 |
|
|
2017
Q4 | $221K | Sell |
10,000
-4,000
| -29% | -$88.4K | 0.04% | 51 |
|
|
2017
Q3 | $248K | Hold |
14,000
| – | – | 0.04% | 52 |
|
|
2017
Q2 | $231K | Buy |
+14,000
| New | +$231K | 0.04% | 50 |
|