J.P. Morgan Private Wealth Advisors’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $233K | Sell |
5,888
-1,579
| -21% | -$62.6K | ﹤0.01% | 1582 |
|
|
2023
Q2 | $236K | Sell |
7,467
-12,149
| -62% | -$384K | ﹤0.01% | 1333 |
|
|
2023
Q1 | $552K | Sell |
19,616
-6,819
| -26% | -$192K | ﹤0.01% | 1434 |
|
|
2022
Q4 | $921K | Sell |
26,435
-141,775
| -84% | -$4.94M | ﹤0.01% | 1183 |
|
|
2022
Q3 | $6.33M | Buy |
168,210
+11,399
| +7% | +$429K | 0.02% | 503 |
|
|
2022
Q2 | $5.36M | Buy |
+156,811
| New | +$5.36M | 0.01% | 549 |
|
|
2019
Q2 | – | Sell |
-63,500
| Closed | -$1.11M | – | 1452 |
|
|
2019
Q1 | $1.11M | Hold |
63,500
| – | – | 0.01% | 760 |
|
|
2018
Q4 | $983K | Sell |
63,500
-63,591
| -50% | -$984K | 0.01% | 756 |
|
|
2018
Q3 | $4.01M | Sell |
127,091
-132
| -0.1% | -$4.16K | 0.02% | 475 |
|
|
2018
Q2 | $3.27M | Sell |
127,223
-282
| -0.2% | -$7.24K | 0.02% | 499 |
|
|
2018
Q1 | $2.3M | Buy |
127,505
+63,321
| +99% | +$1.14M | 0.02% | 450 |
|
|
2017
Q4 | $1.42M | Buy |
64,184
+229
| +0.4% | +$5.06K | 0.01% | 572 |
|
|
2017
Q3 | $1.13M | Hold |
63,955
| – | – | 0.01% | 596 |
|
|
2017
Q2 | $1.06M | Sell |
63,955
-66,684
| -51% | -$1.1M | 0.01% | 604 |
|
|
2017
Q1 | $3.14M | Buy |
130,639
+77,139
| +144% | +$1.85M | 0.02% | 385 |
|
|
2016
Q4 | $1.85M | Buy |
+53,500
| New | +$1.85M | 0.02% | 452 |
|
|
2016
Q3 | – | Sell |
-107,024
| Closed | -$2.89M | – | 1265 |
|
|
2016
Q2 | $2.89M | Buy |
+107,024
| New | +$2.89M | 0.03% | 363 |
|
|
2016
Q1 | – | Sell |
-53,509
| Closed | -$1.05M | – | 1293 |
|
|
2015
Q4 | $1.05M | Buy |
53,509
+10,009
| +23% | +$197K | 0.01% | 510 |
|
|
2015
Q3 | $1.39M | Buy |
+43,500
| New | +$1.39M | 0.02% | 399 |
|