Pathstone Family Office’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-7,869
| Closed | -$274K | – | 1454 |
|
|
2022
Q4 | $274K | Sell |
7,869
-647
| -8% | -$22.5K | ﹤0.01% | 1277 |
|
|
2022
Q3 | $320K | Buy |
+8,516
| New | +$320K | ﹤0.01% | 1204 |
|
|
2019
Q2 | – | Sell |
-90
| Closed | -$2K | – | 863 |
|
|
2019
Q1 | $2K | Hold |
90
| – | – | ﹤0.01% | 802 |
|
|
2018
Q4 | $1K | Buy |
+90
| New | +$1K | ﹤0.01% | 510 |
|