TLP Group’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-793
| Closed | -$25K | – | 317 |
|
|
2018
Q3 | $25K | Buy |
+793
| New | +$25K | 0.04% | 288 |
|
|
2018
Q1 | – | Sell |
-19,787
| Closed | -$437K | – | 583 |
|
|
2017
Q4 | $437K | Buy |
+19,787
| New | +$437K | 0.3% | 22 |
|
|
2016
Q4 | – | Sell |
-4,846
| Closed | -$187K | – | 353 |
|
|
2016
Q3 | $187K | Buy |
+4,846
| New | +$187K | 0.2% | 71 |
|