JB Investments Management’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,263,678
| Closed | -$88.2M | – | 7 |
|
|
2022
Q1 | $88.2M | Sell |
2,263,678
-2,789,973
| -55% | -$109M | 11.56% | 5 |
|
|
2021
Q4 | $149M | Buy |
5,053,651
+49,933
| +1% | +$1.47M | 7.01% | 6 |
|
|
2021
Q3 | $132M | Buy |
5,003,718
+92,574
| +2% | +$2.44M | 6.58% | 6 |
|
|
2021
Q2 | $121M | Buy |
4,911,144
+156,557
| +3% | +$3.86M | 6.18% | 6 |
|
|
2021
Q1 | $77.8M | Buy |
+4,754,587
| New | +$77.8M | 5.64% | 6 |
|