SHWM
YUMA
Smith & Howard Wealth Management’s Yuma Energy Inc YUMA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-145,252
| Closed | -$70K | – | 69 |
|
|
2015
Q3 | $70K | Buy |
+145,252
| New | +$70K | 0.03% | 55 |
|
|
2015
Q2 | – | Sell |
-145,252
| Closed | -$151K | – | 93 |
|
|
2015
Q1 | $151K | Hold |
145,252
| – | – | 0.07% | 83 |
|
|
2014
Q4 | $261K | Buy |
+145,252
| New | +$261K | 0.12% | 39 |
|