Polianta Ltd’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 |
-16,700
| Closed | -$581K | – | 89 |
|
2022
Q4 | $581K | Buy |
+16,700
| New | +$581K | 0.43% | 66 |
|
2022
Q2 | – | Sell |
-24,000
| Closed | -$934K | – | 94 |
|
2022
Q1 | $934K | Sell |
24,000
-15,500
| -39% | -$603K | 0.61% | 40 |
|
2021
Q4 | $1.16M | Buy |
+39,500
| New | +$1.16M | 0.5% | 61 |
|