IMA Advisory Services’s Summit Midstream Corporation SMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-841
| Closed | -$480K | – | 154 |
|
|
2014
Q4 | $480K | Sell |
841
-16
| -2% | -$9.13K | 0.25% | 87 |
|
|
2014
Q3 | $654K | Sell |
857
-10
| -1% | -$7.63K | 0.31% | 89 |
|
|
2014
Q2 | $661K | Sell |
867
-30
| -3% | -$22.9K | 0.3% | 89 |
|
|
2014
Q1 | $576K | Sell |
897
-10
| -1% | -$6.42K | 0.27% | 95 |
|
|
2013
Q4 | $498K | Hold |
907
| – | – | 0.24% | 100 |
|
|
2013
Q3 | $462K | Buy |
907
+125
| +16% | +$63.7K | 0.23% | 102 |
|
|
2013
Q2 | $401K | Buy |
+782
| New | +$401K | 0.22% | 115 |
|