Sheaff Brock Investment Advisors’s Summit Midstream Corporation SMC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | – | Sell |
-1,333
| Closed | -$13K | – | 503 |
|
2020
Q3 | $13K | Hold |
1,333
| – | – | ﹤0.01% | 454 |
|
2020
Q2 | $20K | Hold |
1,333
| – | – | ﹤0.01% | 439 |
|
2020
Q1 | $12K | Hold |
1,333
| – | – | ﹤0.01% | 399 |
|
2019
Q4 | $66K | Buy |
1,333
+200
| +18% | +$9.9K | 0.01% | 452 |
|
2019
Q3 | $83K | Buy |
+1,133
| New | +$83K | 0.01% | 439 |
|
2019
Q2 | – | Hold |
0
| – | – | – | 458 |
|