Kanaly Trust’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $383K | Buy |
+11,097
| New | +$383K | 0.08% | 102 |
|
|
2015
Q4 | – | Sell |
-7,636
| Closed | -$245K | – | 920 |
|
|
2015
Q3 | $245K | Hold |
7,636
| – | – | 0.05% | 125 |
|
|
2015
Q2 | $352K | Hold |
7,636
| – | – | 0.07% | 119 |
|
|
2015
Q1 | $395K | Hold |
7,636
| – | – | 0.08% | 119 |
|
|
2014
Q4 | $295K | Hold |
7,636
| – | – | 0.06% | 152 |
|
|
2014
Q3 | $596K | Hold |
7,636
| – | – | 0.12% | 95 |
|
|
2014
Q2 | $642K | Hold |
7,636
| – | – | 0.12% | 99 |
|
|
2014
Q1 | $544K | Hold |
7,636
| – | – | 0.11% | 109 |
|
|
2013
Q4 | $635K | Buy |
+7,636
| New | +$635K | 0.13% | 87 |
|