OneDigital Investment Advisors’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-900
| Closed | -$11K | – | 1015 |
|
|
2019
Q2 | $11K | Hold |
900
| – | – | ﹤0.01% | 915 |
|
|
2019
Q1 | $16K | Hold |
900
| – | – | ﹤0.01% | 793 |
|
|
2018
Q4 | $14K | Buy |
+900
| New | +$14K | ﹤0.01% | 782 |
|
|
2018
Q3 | – | Sell |
-900
| Closed | -$23K | – | 1196 |
|
|
2018
Q2 | $23K | Hold |
900
| – | – | ﹤0.01% | 766 |
|
|
2018
Q1 | $16K | Hold |
900
| – | – | ﹤0.01% | 887 |
|
|
2017
Q4 | $20K | Hold |
900
| – | – | ﹤0.01% | 810 |
|
|
2017
Q3 | $16K | Hold |
900
| – | – | 0.01% | 715 |
|
|
2017
Q2 | $15K | Buy |
+900
| New | +$15K | ﹤0.01% | 847 |
|