Mosaic Family Wealth’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-440
| Closed | -$7K | – | 720 |
|
|
2018
Q4 | $7K | Hold |
440
| – | – | ﹤0.01% | 528 |
|
|
2018
Q3 | $9K | Hold |
440
| – | – | ﹤0.01% | 511 |
|
|
2018
Q2 | $11K | Hold |
440
| – | – | ﹤0.01% | 521 |
|
|
2018
Q1 | $8K | Hold |
440
| – | – | ﹤0.01% | 553 |
|
|
2017
Q4 | $10K | Hold |
440
| – | – | ﹤0.01% | 531 |
|
|
2017
Q3 | $8K | Buy |
+440
| New | +$8K | ﹤0.01% | 599 |
|