Horizon Investments’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-19
| Closed | -$818 | – | 873 |
|
|
2024
Q2 | $818 | Buy |
+19
| New | +$818 | ﹤0.01% | 772 |
|
|
2023
Q4 | – | Sell |
-6
| Closed | -$237 | – | 852 |
|
|
2023
Q3 | $237 | Buy |
+6
| New | +$237 | ﹤0.01% | 764 |
|
|
2015
Q1 | – | Sell |
-6,921
| Closed | -$267K | – | 132 |
|
|
2014
Q4 | $267K | Buy |
6,921
+1,471
| +27% | +$56.7K | 0.03% | 69 |
|
|
2014
Q3 | $425K | Buy |
5,450
+2,425
| +80% | +$189K | 0.04% | 53 |
|
|
2014
Q2 | $254K | Buy |
+3,025
| New | +$254K | 0.03% | 92 |
|