Lehman Financial Resources’s Summit Midstream Corporation SMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-220
| Closed | -$58K | – | 366 |
|
|
2015
Q3 | $58K | Sell |
220
-13
| -6% | -$3.43K | 0.03% | 134 |
|
|
2015
Q2 | $115K | Hold |
233
| – | – | 0.06% | 81 |
|
|
2015
Q1 | $113K | Buy |
233
+6
| +3% | +$2.91K | 0.05% | 90 |
|
|
2014
Q4 | $129K | Sell |
227
-13
| -5% | -$7.39K | 0.06% | 82 |
|
|
2014
Q3 | $183K | Hold |
240
| – | – | 0.1% | 63 |
|
|
2014
Q2 | $183K | Hold |
240
| – | – | 0.09% | 63 |
|
|
2014
Q1 | $154K | Buy |
240
+47
| +24% | +$30.2K | 0.08% | 66 |
|
|
2013
Q4 | $106K | Sell |
193
-7
| -4% | -$3.85K | 0.07% | 80 |
|
|
2013
Q3 | $102K | Hold |
200
| – | – | 0.07% | 77 |
|
|
2013
Q2 | $102K | Buy |
+200
| New | +$102K | 0.07% | 71 |
|