Schubert & Co’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 |
-59
| Closed | -$1.66K | – | 1282 |
|
|
2023
Q1 | $1.66K | Sell |
59
-21
| -26% | -$592 | ﹤0.01% | 987 |
|
|
2022
Q4 | $2.79K | Sell |
80
-9
| -10% | -$313 | ﹤0.01% | 698 |
|
|
2022
Q3 | $3K | Buy |
89
+17
| +24% | +$573 | ﹤0.01% | 671 |
|
|
2022
Q2 | $2K | Buy |
72
+54
| +300% | +$1.5K | ﹤0.01% | 877 |
|
|
2022
Q1 | $1K | Buy |
18
+10
| +125% | +$556 | ﹤0.01% | 906 |
|
|
2021
Q4 | $0 | Buy |
+8
| New | – | ﹤0.01% | 1264 |
|