Sageworth Trust Company of South Dakota’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-136
| Closed | -$3.83K | – | 180 |
|
|
2023
Q1 | $3.83K | Sell |
136
-87
| -39% | -$2.45K | 0.01% | 162 |
|
|
2022
Q4 | $8K | Hold |
223
| – | – | 0.02% | 128 |
|
|
2022
Q3 | $8K | Sell |
223
-58
| -21% | -$2.08K | 0.02% | 114 |
|
|
2022
Q2 | $10K | Sell |
281
-52
| -16% | -$1.85K | 0.02% | 153 |
|
|
2022
Q1 | $13K | Hold |
333
| – | – | 0.02% | 165 |
|
|
2021
Q4 | $10K | Buy |
+333
| New | +$10K | 0.02% | 389 |
|