IPG Investment Advisors’s SM Energy SM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-50,000
Closed -$1.23M 156
2021
Q2
$1.23M Buy
+50,000
New +$1.23M 0.36% 42
2021
Q1
Sell
-90,000
Closed -$551K 215
2020
Q4
$551K Buy
+90,000
New +$551K 0.13% 91