Shamrock Asset Management’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-688
| Closed | -$11K | – | 298 |
|
|
2017
Q2 | $11K | Hold |
688
| – | – | 0.01% | 240 |
|
|
2017
Q1 | $17K | Hold |
688
| – | – | 0.01% | 210 |
|
|
2016
Q4 | $24K | Hold |
688
| – | – | 0.01% | 176 |
|
|
2016
Q3 | $27K | Hold |
688
| – | – | 0.02% | 168 |
|
|
2016
Q2 | $19K | Hold |
688
| – | – | 0.01% | 179 |
|
|
2016
Q1 | $13K | Hold |
688
| – | – | 0.01% | 204 |
|
|
2015
Q4 | $14K | Hold |
688
| – | – | 0.01% | 209 |
|
|
2015
Q3 | $22K | Hold |
688
| – | – | 0.01% | 182 |
|
|
2015
Q2 | $32K | Hold |
688
| – | – | 0.01% | 155 |
|
|
2015
Q1 | $36K | Buy |
+688
| New | +$36K | 0.01% | 153 |
|