Newbridge Financial Services Group’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Hold |
0
| – | – | – | 1473 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 1512 |
|
|
2022
Q1 | – | Sell |
-1,500
| Closed | -$44K | – | 1556 |
|
|
2021
Q4 | $44K | Buy |
+1,500
| New | +$44K | 0.02% | 502 |
|
|
2021
Q3 | – | Sell |
-466
| Closed | -$11K | – | 1587 |
|
|
2021
Q2 | $11K | Hold |
466
| – | – | 0.01% | 964 |
|
|
2021
Q1 | $8K | Buy |
+466
| New | +$8K | 0.01% | 961 |
|