Integrated Wealth Management’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-20
| Closed | -$1K | – | 884 |
|
|
2016
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 1179 |
|
|
2016
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 1204 |
|
|
2016
Q1 | $0 | Hold |
20
| – | – | ﹤0.01% | 1307 |
|
|
2015
Q4 | $0 | Hold |
20
| – | – | ﹤0.01% | 1373 |
|
|
2015
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 1233 |
|
|
2015
Q2 | $1K | Buy |
20
+14
| +233% | +$700 | ﹤0.01% | 1269 |
|
|
2015
Q1 | $0 | Buy |
+6
| New | – | ﹤0.01% | 1351 |
|