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Intellectus Partners’s SM Energy SM Stock Holding History

Intellectus Partners’s Portfolio SM Stock Details SM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-99
Closed -$2K – 778
2017
Q2 		$2K Hold
99
– – ﹤0.01% 704
2017
Q1 		$2K Hold
99
– – ﹤0.01% 650
2016
Q4 		$3K Buy
+99
New +$3K ﹤0.01% 635