Lehman Financial Resources’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-150
| Closed | -$12K | – | 427 |
|
|
2014
Q3 | $12K | Hold |
150
| – | – | 0.01% | 291 |
|
|
2014
Q2 | $13K | Sell |
150
-100
| -40% | -$8.67K | 0.01% | 273 |
|
|
2014
Q1 | $18K | Buy |
250
+150
| +150% | +$10.8K | 0.01% | 237 |
|
|
2013
Q4 | $8K | Hold |
100
| – | – | ﹤0.01% | 292 |
|
|
2013
Q3 | $8K | Buy |
+100
| New | +$8K | 0.01% | 279 |
|