Next Financial Group’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-11
| Closed | – | – | 2969 |
|
|
2021
Q3 | $0 | Hold |
11
| – | – | ﹤0.01% | 2811 |
|
|
2021
Q2 | $0 | Hold |
11
| – | – | ﹤0.01% | 2702 |
|
|
2021
Q1 | $0 | Sell |
11
-1
| -8% | – | ﹤0.01% | 2632 |
|
|
2020
Q4 | $0 | Hold |
12
| – | – | ﹤0.01% | 2410 |
|
|
2020
Q3 | $0 | Buy |
+12
| New | – | ﹤0.01% | 2218 |
|
|
2020
Q2 | – | Sell |
-12
| Closed | – | – | 1699 |
|
|
2020
Q1 | $0 | Hold |
12
| – | – | ﹤0.01% | 2382 |
|
|
2019
Q4 | $0 | Sell |
12
-1
| -8% | – | ﹤0.01% | 2524 |
|
|
2019
Q3 | $0 | Hold |
13
| – | – | ﹤0.01% | 2414 |
|
|
2019
Q2 | $0 | Buy |
+13
| New | – | ﹤0.01% | 2381 |
|
|
2019
Q1 | – | Sell |
-13
| Closed | – | – | 2070 |
|
|
2018
Q4 | $0 | Buy |
+13
| New | – | ﹤0.01% | 2097 |
|
|
2017
Q3 | – | Sell |
-515
| Closed | -$9K | – | 1941 |
|
|
2017
Q2 | $9K | Buy |
515
+290
| +129% | +$5.07K | ﹤0.01% | 1364 |
|
|
2017
Q1 | $5K | Hold |
225
| – | – | ﹤0.01% | 1526 |
|
|
2016
Q4 | $8K | Hold |
225
| – | – | ﹤0.01% | 1766 |
|
|
2016
Q3 | $9K | Hold |
225
| – | – | ﹤0.01% | 1711 |
|
|
2016
Q2 | $6K | Buy |
225
+125
| +125% | +$3.33K | ﹤0.01% | 1371 |
|
|
2016
Q1 | $1K | Hold |
100
| – | – | ﹤0.01% | 1666 |
|
|
2015
Q4 | $1K | Hold |
100
| – | – | ﹤0.01% | 1715 |
|
|
2015
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 1565 |
|
|
2015
Q2 | $4K | Sell |
100
-100
| -50% | -$4K | ﹤0.01% | 1551 |
|
|
2015
Q1 | $10K | Hold |
200
| – | – | ﹤0.01% | 1246 |
|
|
2014
Q4 | $8K | Hold |
200
| – | – | ﹤0.01% | 1339 |
|
|
2014
Q3 | $16K | Buy |
+200
| New | +$16K | ﹤0.01% | 1539 |
|