Rational Advisors’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-5,000
| Closed | -$94K | – | 262 |
|
|
2016
Q1 | $94K | Buy |
+5,000
| New | +$94K | 0.06% | 199 |
|
|
2015
Q3 | $384K | Hold |
12,000
| – | – | 0.16% | 136 |
|
|
2015
Q2 | $553K | Sell |
12,000
-11,000
| -48% | -$507K | 0.18% | 132 |
|
|
2015
Q1 | $1.19M | Sell |
23,000
-3,700
| -14% | -$191K | 0.29% | 112 |
|
|
2014
Q4 | $1.03M | Buy |
+26,700
| New | +$1.03M | 0.2% | 135 |
|
|
2013
Q4 | $1.13M | Sell |
13,647
-260
| -2% | -$21.6K | 0.1% | 271 |
|
|
2013
Q3 | $1.07M | Sell |
13,907
-36
| -0.3% | -$2.78K | 0.08% | 307 |
|
|
2013
Q2 | $836K | Buy |
+13,943
| New | +$836K | 0.07% | 331 |
|