MUFG Americas’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-14
| Closed | -$1K | – | 1268 |
|
|
2015
Q1 | $1K | Sell |
14
-11
| -44% | -$786 | ﹤0.01% | 1125 |
|
|
2014
Q4 | $1K | Hold |
25
| – | – | ﹤0.01% | 1212 |
|
|
2014
Q3 | $2K | Hold |
25
| – | – | ﹤0.01% | 1232 |
|
|
2014
Q2 | $2K | Hold |
25
| – | – | ﹤0.01% | 1102 |
|
|
2014
Q1 | $2K | Buy |
25
+4
| +19% | +$320 | ﹤0.01% | 1068 |
|
|
2013
Q4 | $2K | Buy |
+21
| New | +$2K | ﹤0.01% | 1027 |
|
|
2013
Q3 | – | Sell |
-27,501
| Closed | -$1.65M | – | 1419 |
|
|
2013
Q2 | $1.65M | Buy |
+27,501
| New | +$1.65M | 0.03% | 412 |
|