Mackay Shields LLC’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-28,900
| Closed | -$473K | – | 1235 |
|
2021
Q1 | $473K | Buy |
+28,900
| New | +$473K | ﹤0.01% | 1221 |
|
2018
Q4 | – | Sell |
-121,844
| Closed | -$3.84M | – | 1399 |
|
2018
Q3 | $3.84M | Buy |
121,844
+34,604
| +40% | +$1.09M | 0.03% | 509 |
|
2018
Q2 | $2.24M | Buy |
+87,240
| New | +$2.24M | 0.02% | 734 |
|