JOYN Advisors’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-809
| Closed | -$13K | – | 1194 |
|
|
2018
Q4 | $13K | Buy |
809
+413
| +104% | +$6.64K | ﹤0.01% | 866 |
|
|
2018
Q3 | $12K | Buy |
396
+104
| +36% | +$3.15K | ﹤0.01% | 886 |
|
|
2018
Q2 | $8K | Buy |
292
+169
| +137% | +$4.63K | ﹤0.01% | 996 |
|
|
2018
Q1 | $2K | Buy |
+123
| New | +$2K | ﹤0.01% | 1098 |
|