Joel Isaacson & Co’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-1,047
| Closed | -$20K | – | 765 |
|
|
2016
Q1 | $20K | Hold |
1,047
| – | – | ﹤0.01% | 486 |
|
|
2015
Q4 | $21K | Hold |
1,047
| – | – | 0.01% | 457 |
|
|
2015
Q3 | $34K | Hold |
1,047
| – | – | 0.01% | 394 |
|
|
2015
Q2 | $48K | Hold |
1,047
| – | – | 0.01% | 368 |
|
|
2015
Q1 | $54K | Hold |
1,047
| – | – | 0.01% | 346 |
|
|
2014
Q4 | $40K | Hold |
1,047
| – | – | 0.01% | 356 |
|
|
2014
Q3 | $82K | Hold |
1,047
| – | – | 0.03% | 240 |
|
|
2014
Q2 | $88K | Buy |
+1,047
| New | +$88K | 0.03% | 217 |
|