Simmons First Trust’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-5,571
| Closed | -$215K | – | 177 |
|
|
2014
Q4 | $215K | Hold |
5,571
| – | – | 0.05% | 160 |
|
|
2014
Q3 | $435K | Hold |
5,571
| – | – | 0.14% | 98 |
|
|
2014
Q2 | $469K | Hold |
5,571
| – | – | 0.14% | 102 |
|
|
2014
Q1 | $397K | Hold |
5,571
| – | – | 0.12% | 99 |
|
|
2013
Q4 | $463K | Hold |
5,571
| – | – | 0.15% | 94 |
|
|
2013
Q3 | $430K | Sell |
5,571
-157
| -3% | -$12.1K | 0.17% | 89 |
|
|
2013
Q2 | $344K | Buy |
+5,728
| New | +$344K | 0.16% | 78 |
|