KeyBank National Association’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-4,780
| Closed | -$402K | – | 1275 |
|
|
2014
Q2 | $402K | Sell |
4,780
-3,750
| -44% | -$315K | ﹤0.01% | 981 |
|
|
2014
Q1 | $608K | Sell |
8,530
-1,050
| -11% | -$74.8K | ﹤0.01% | 825 |
|
|
2013
Q4 | $796K | Buy |
9,580
+5,400
| +129% | +$449K | 0.01% | 738 |
|
|
2013
Q3 | $323K | Hold |
4,180
| – | – | ﹤0.01% | 1018 |
|
|
2013
Q2 | $251K | Buy |
+4,180
| New | +$251K | ﹤0.01% | 1173 |
|