Sutton Wealth Advisors’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,790
| Closed | -$62.3K | – | 1454 |
|
|
2022
Q4 | $62.3K | Hold |
1,790
| – | – | 0.02% | 330 |
|
|
2022
Q3 | $67.3K | Hold |
1,790
| – | – | 0.03% | 317 |
|
|
2022
Q2 | $61.2K | Hold |
1,790
| – | – | 0.02% | 328 |
|
|
2022
Q1 | $69.7K | Buy |
1,790
+2
| +0.1% | +$78 | 0.02% | 322 |
|
|
2021
Q4 | $52.7K | Buy |
1,788
+71
| +4% | +$2.09K | 0.02% | 392 |
|
|
2021
Q3 | $45.3K | Hold |
1,717
| – | – | 0.02% | 420 |
|
|
2021
Q2 | $42.3K | Hold |
1,717
| – | – | 0.02% | 450 |
|
|
2021
Q1 | $28.1K | Buy |
+1,717
| New | +$28.1K | 0.01% | 573 |
|
|
2020
Q4 | – | Sell |
-2,626
| Closed | -$4.18K | – | 1248 |
|
|
2020
Q3 | $4.18K | Hold |
2,626
| – | – | ﹤0.01% | 971 |
|
|
2020
Q2 | $9.85K | Buy |
+2,626
| New | +$9.85K | 0.01% | 708 |
|
|
2020
Q1 | – | Sell |
-1,751
| Closed | -$19.7K | – | 1253 |
|
|
2019
Q4 | $19.7K | Buy |
1,751
+199
| +13% | +$2.24K | 0.01% | 608 |
|
|
2019
Q3 | $15K | Buy |
+1,552
| New | +$15K | 0.01% | 676 |
|
|
2018
Q1 | – | Sell |
-508
| Closed | -$11.2K | – | 1149 |
|
|
2017
Q4 | $11.2K | Buy |
+508
| New | +$11.2K | 0.01% | 749 |
|