InceptionR’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 |
-30,143
| Closed | -$1.3M | – | 851 |
|
|
2024
Q2 | $1.3M | Buy |
30,143
+9,837
| +48% | +$425K | 0.37% | 66 |
|
|
2024
Q1 | $1.01M | Buy |
+20,306
| New | +$1.01M | 0.26% | 141 |
|
|
2023
Q3 | – | Sell |
-8,580
| Closed | -$271K | – | 559 |
|
|
2023
Q2 | $271K | Buy |
+8,580
| New | +$271K | 0.14% | 296 |
|