Kore Private Wealth’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.81M | Sell |
47,992
-4,529
| -9% | -$170K | 0.33% | 59 |
|
|
2022
Q2 | $1.8M | Sell |
52,521
-2,346
| -4% | -$80.2K | 0.28% | 69 |
|
|
2022
Q1 | $2.14M | Buy |
54,867
+1,638
| +3% | +$63.8K | 0.27% | 71 |
|
|
2021
Q4 | $1.57M | Sell |
53,229
-5,608
| -10% | -$165K | 0.19% | 83 |
|
|
2021
Q3 | $1.55M | Buy |
58,837
+13,625
| +30% | +$359K | 0.16% | 106 |
|
|
2021
Q2 | $1.11M | Buy |
45,212
+215
| +0.5% | +$5.3K | 0.13% | 128 |
|
|
2021
Q1 | $737K | Buy |
+44,997
| New | +$737K | 0.1% | 144 |
|