Steel Grove Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-971
| Closed | -$208K | – | 344 |
|
|
2018
Q3 | $208K | Hold |
971
| – | – | 0.03% | 292 |
|
|
2018
Q2 | $224K | Hold |
971
| – | – | 0.04% | 279 |
|
|
2018
Q1 | $205K | Hold |
971
| – | – | 0.03% | 287 |
|
|
2017
Q4 | $299K | Sell |
971
-114
| -11% | -$35.1K | 0.05% | 241 |
|
|
2017
Q3 | $325K | Sell |
1,085
-1,318
| -55% | -$395K | 0.06% | 213 |
|
|
2017
Q2 | $816K | Buy |
+2,403
| New | +$816K | 0.14% | 129 |
|