PWAG
SMC
Polaris Wealth Advisory Group’s Summit Midstream Corporation SMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-32,100
| Closed | -$727K | – | 159 |
|
|
2017
Q2 | $727K | Hold |
32,100
| – | – | 0.08% | 82 |
|
|
2017
Q1 | $770K | Sell |
32,100
-3,500
| -10% | -$84K | 0.08% | 81 |
|
|
2016
Q4 | $895K | Hold |
35,600
| – | – | 0.1% | 74 |
|
|
2016
Q3 | $817K | Hold |
35,600
| – | – | 0.1% | 72 |
|
|
2016
Q2 | $813K | Hold |
35,600
| – | – | 0.13% | 56 |
|
|
2016
Q1 | $604K | Buy |
+35,600
| New | +$604K | 0.09% | 64 |
|