JP Morgan Private Wealth Advisors’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $233K | Sell |
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|
2023
Q2 | $236K | Sell |
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|
2023
Q1 | $552K | Sell |
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|
2022
Q4 | $921K | Sell |
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|
2022
Q3 | $6.33M | Buy |
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|
2022
Q2 | $5.36M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $1.11M | Hold |
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|
2018
Q4 | $983K | Sell |
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|
2018
Q3 | $4.01M | Sell |
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|
2018
Q2 | $3.27M | Sell |
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|
2018
Q1 | $2.3M | Buy |
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|
2017
Q4 | $1.42M | Buy |
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|
2017
Q3 | $1.13M | Hold |
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|
2017
Q2 | $1.06M | Sell |
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|
2017
Q1 | $3.14M | Buy |
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|
2016
Q4 | $1.84M | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $2.89M | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $1.05M | Buy |
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|
2015
Q3 | $1.39M | Buy |
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