Piermont Capital Management’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-81,400
| Closed | -$1.35M | – | 271 |
|
|
2017
Q2 | $1.35M | Sell |
81,400
-20,800
| -20% | -$344K | 0.38% | 106 |
|
|
2017
Q1 | $2.46M | Buy |
102,200
+42,590
| +71% | +$1.02M | 0.59% | 73 |
|
|
2016
Q4 | $2.06M | Sell |
59,610
-3,990
| -6% | -$138K | 0.47% | 90 |
|
|
2016
Q3 | $2.45M | Buy |
+63,600
| New | +$2.45M | 0.58% | 66 |
|
|
2015
Q3 | – | Sell |
-5,430
| Closed | -$250K | – | 250 |
|
|
2015
Q2 | $250K | Hold |
5,430
| – | – | 0.08% | 212 |
|
|
2015
Q1 | $281K | Buy |
+5,430
| New | +$281K | 0.09% | 210 |
|