R.H. Bluestein & Co’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $624K | Hold |
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|
2022
Q2 | $568K | Sell |
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|
2022
Q1 | $744K | Hold |
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|
2021
Q4 | $563K | Hold |
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|
2021
Q3 | $504K | Sell |
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|
2021
Q2 | $520K | Hold |
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|
2021
Q1 | $345K | Hold |
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|
2020
Q4 | $129K | Hold |
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|
2020
Q3 | $34K | Hold |
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|
2020
Q2 | $79K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $161K | Sell |
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|
2019
Q2 | $270K | Hold |
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|
2019
Q1 | $378K | Hold |
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|
2018
Q4 | $334K | Sell |
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|
2018
Q3 | $697K | Buy |
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|
2018
Q2 | $555K | Sell |
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|
2018
Q1 | $398K | Sell |
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|
2017
Q4 | $643K | Sell |
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|
2017
Q3 | $605K | Sell |
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|
2017
Q2 | $944K | Buy |
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|
2017
Q1 | $243K | Sell |
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|
2016
Q4 | $676K | Buy |
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|
2016
Q3 | $448K | Buy |
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|
2016
Q2 | $300K | Sell |
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|
2016
Q1 | $292K | Buy |
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|
2015
Q4 | $216K | Hold |
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|
2015
Q3 | $352K | Hold |
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|
2015
Q2 | $507K | Hold |
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|
2015
Q1 | $568K | Sell |
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|
2014
Q4 | $444K | Sell |
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|
2014
Q3 | $1.08M | Sell |
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|
2014
Q2 | $1.21M | Sell |
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|
2014
Q1 | $2.1M | Buy |
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|
2013
Q4 | $1.82M | Buy |
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|
2013
Q3 | $1.5M | Sell |
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|
2013
Q2 | $1.22M | Buy |
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