Spire Wealth Management’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 |
-69
| Closed | -$1.94K | – | 2526 |
|
|
2023
Q1 | $1.94K | Buy |
+69
| New | +$1.94K | ﹤0.01% | 2267 |
|
|
2021
Q4 | – | Sell |
-890
| Closed | -$23K | – | 2995 |
|
|
2021
Q3 | $23K | Sell |
890
-600
| -40% | -$15.5K | ﹤0.01% | 1805 |
|
|
2021
Q2 | $37K | Buy |
+1,490
| New | +$37K | ﹤0.01% | 1614 |
|