Highland Capital Management (Texas)’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $199K | Hold |
15,920
| – | – | 0.01% | 266 |
|
|
2019
Q1 | $278K | Hold |
15,920
| – | – | 0.02% | 248 |
|
|
2018
Q4 | $246K | Sell |
15,920
-148,000
| -90% | -$2.29M | 0.02% | 238 |
|
|
2018
Q3 | $5.17M | Buy |
163,920
+148,000
| +930% | +$4.67M | 0.29% | 66 |
|
|
2018
Q2 | $409K | Hold |
15,920
| – | – | 0.02% | 218 |
|
|
2018
Q1 | $287K | Hold |
15,920
| – | – | 0.01% | 273 |
|
|
2017
Q4 | $352K | Hold |
15,920
| – | – | 0.02% | 221 |
|
|
2017
Q3 | $282K | Hold |
15,920
| – | – | 0.01% | 246 |
|
|
2017
Q2 | $263K | Hold |
15,920
| – | – | 0.01% | 262 |
|
|
2017
Q1 | $382K | Hold |
15,920
| – | – | 0.02% | 223 |
|
|
2016
Q4 | $549K | Sell |
15,920
-8,680
| -35% | -$299K | 0.03% | 212 |
|
|
2016
Q3 | $949K | Buy |
+24,600
| New | +$949K | 0.03% | 164 |
|