Steward Financial Group’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $5K | Buy |
+136
| New | +$5K | ﹤0.01% | 647 |
|
|
2023
Q2 | – | Sell |
-32
| Closed | – | – | 922 |
|
|
2023
Q1 | $0 | Sell |
32
-3
| -9% | – | ﹤0.01% | 896 |
|
|
2022
Q4 | $1K | Buy |
+35
| New | +$1K | ﹤0.01% | 474 |
|
|
2022
Q3 | – | Sell |
-50
| Closed | -$1K | – | 1126 |
|
|
2022
Q2 | $1K | Buy |
+50
| New | +$1K | ﹤0.01% | 861 |
|