Sageworth Trust’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 |
-101
| Closed | -$2.84K | – | 389 |
|
|
2023
Q1 | $2.84K | Hold |
101
| – | – | ﹤0.01% | 427 |
|
|
2022
Q4 | $4K | Hold |
101
| – | – | ﹤0.01% | 285 |
|
|
2022
Q3 | $4K | Hold |
101
| – | – | ﹤0.01% | 276 |
|
|
2022
Q2 | $3K | Hold |
101
| – | – | ﹤0.01% | 330 |
|
|
2022
Q1 | $4K | Hold |
101
| – | – | ﹤0.01% | 278 |
|
|
2021
Q4 | $3K | Sell |
101
-339
| -77% | -$10.1K | ﹤0.01% | 540 |
|
|
2021
Q3 | $12K | Hold |
440
| – | – | ﹤0.01% | 513 |
|
|
2021
Q2 | $11K | Buy |
+440
| New | +$11K | ﹤0.01% | 574 |
|