Rehmann Capital Advisory Group’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-86
| Closed | -$1.08K | – | 2051 |
|
|
2019
Q2 | $1.08K | Buy |
86
+30
| +54% | +$376 | ﹤0.01% | 1912 |
|
|
2019
Q1 | $979 | Buy |
56
+41
| +273% | +$717 | ﹤0.01% | 1936 |
|
|
2018
Q4 | $232 | Hold |
15
| – | – | ﹤0.01% | 1791 |
|
|
2018
Q3 | $472 | Buy |
+15
| New | +$472 | ﹤0.01% | 2067 |
|
|
2018
Q2 | – | Sell |
-2
| Closed | – | – | 2233 |
|
|
2018
Q1 | $0 | Buy |
+2
| New | – | ﹤0.01% | 2043 |
|
|
2014
Q4 | – | Sell |
-2,855
| Closed | -$223K | – | 354 |
|
|
2014
Q3 | $223K | Buy |
2,855
+393
| +16% | +$30.7K | 0.05% | 287 |
|
|
2014
Q2 | $207K | Sell |
2,462
-1,054
| -30% | -$88.6K | 0.05% | 300 |
|
|
2014
Q1 | $251K | Buy |
+3,516
| New | +$251K | 0.07% | 248 |
|