Klingman & Associates’s Summit Midstream Corporation SMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-267
| Closed | -$91K | – | 391 |
|
|
2016
Q2 | $91K | Hold |
267
| – | – | 0.03% | 147 |
|
|
2016
Q1 | $68K | Hold |
267
| – | – | 0.02% | 171 |
|
|
2015
Q4 | $75K | Buy |
267
+250
| +1,471% | +$70.2K | 0.03% | 188 |
|
|
2015
Q3 | $4K | Hold |
17
| – | – | ﹤0.01% | 374 |
|
|
2015
Q2 | $8K | Hold |
17
| – | – | ﹤0.01% | 324 |
|
|
2015
Q1 | $8K | Hold |
17
| – | – | ﹤0.01% | 291 |
|
|
2014
Q4 | $9K | Buy |
+17
| New | +$9K | ﹤0.01% | 290 |
|