OI
Oakbrook Investments’s SM Energy SM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-10,700
| Closed | -$337K | – | 649 |
|
|
2018
Q3 | $337K | Buy |
+10,700
| New | +$337K | 0.02% | 523 |
|
|
2017
Q1 | – | Sell |
-9,050
| Closed | -$312K | – | 567 |
|
|
2016
Q4 | $312K | Buy |
9,050
+1,150
| +15% | +$39.6K | 0.02% | 451 |
|
|
2016
Q3 | $305K | Buy |
+7,900
| New | +$305K | 0.02% | 449 |
|
|
2015
Q3 | – | Sell |
-6,100
| Closed | -$281K | – | 560 |
|
|
2015
Q2 | $281K | Sell |
6,100
-200
| -3% | -$9.21K | 0.02% | 459 |
|
|
2015
Q1 | $326K | Buy |
+6,300
| New | +$326K | 0.02% | 453 |
|
|
2014
Q4 | – | Sell |
-2,600
| Closed | -$203K | – | 587 |
|
|
2014
Q3 | $203K | Sell |
2,600
-3,050
| -54% | -$238K | 0.01% | 503 |
|
|
2014
Q2 | $475K | Sell |
5,650
-1,150
| -17% | -$96.7K | 0.01% | 397 |
|
|
2014
Q1 | $485K | Buy |
6,800
+3,400
| +100% | +$243K | 0.02% | 409 |
|
|
2013
Q4 | $283K | Sell |
3,400
-4,000
| -54% | -$333K | 0.01% | 505 |
|
|
2013
Q3 | $571K | Sell |
7,400
-1,000
| -12% | -$77.2K | 0.02% | 391 |
|
|
2013
Q2 | $504K | Buy |
+8,400
| New | +$504K | 0.01% | 427 |
|