Placemark Investments’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-5,103
| Closed | -$397K | – | 1691 |
|
|
2014
Q3 | $397K | Buy |
5,103
+2,281
| +81% | +$177K | 0.01% | 1267 |
|
|
2014
Q2 | $236K | Buy |
+2,822
| New | +$236K | ﹤0.01% | 1492 |
|
|
2014
Q1 | – | Sell |
-2,470
| Closed | -$201K | – | 1660 |
|
|
2013
Q4 | $201K | Buy |
+2,470
| New | +$201K | ﹤0.01% | 1526 |
|