IMS 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-6,000
| Closed | -$207K | – | 142 |
|
|
2016
Q4 | $207K | Hold |
6,000
| – | – | 0.22% | 118 |
|
|
2016
Q3 | $231K | Hold |
6,000
| – | – | 0.27% | 107 |
|
|
2016
Q2 | $162K | Hold |
6,000
| – | – | 0.19% | 116 |
|
|
2016
Q1 | $112K | Buy |
+6,000
| New | +$112K | 0.14% | 114 |
|
|
2015
Q4 | – | Sell |
-7,000
| Closed | -$224K | – | 132 |
|
|
2015
Q3 | $224K | Hold |
7,000
| – | – | 0.27% | 106 |
|
|
2015
Q2 | $323K | Buy |
+7,000
| New | +$323K | 0.38% | 101 |
|