Independent Portfolio Consultants’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $4K | Sell |
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|
2017
Q1 | $6K | Hold |
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|
2016
Q4 | $8K | Hold |
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|
2016
Q3 | $9K | Buy |
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|
2016
Q2 | $6K | Sell |
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|
2016
Q1 | $5K | Hold |
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|
2015
Q4 | $5K | Hold |
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|
2015
Q3 | $8K | Hold |
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|
2015
Q2 | $12K | Sell |
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|
2015
Q1 | $324K | Sell |
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|
2014
Q4 | $251K | Buy |
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|
2014
Q3 | $151K | Buy |
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|
2014
Q2 | $156K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $375K | Buy |
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|
2013
Q2 | $290K | Buy |
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