Tradewinds Capital Management’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-6
| Closed | -$233 | – | 577 |
|
|
2023
Q4 | $233 | Hold |
6
| – | – | ﹤0.01% | 437 |
|
|
2023
Q3 | $238 | Hold |
6
| – | – | ﹤0.01% | 460 |
|
|
2023
Q2 | $190 | Hold |
6
| – | – | ﹤0.01% | 444 |
|
|
2023
Q1 | $169 | Hold |
6
| – | – | ﹤0.01% | 454 |
|
|
2022
Q4 | $209 | Hold |
6
| – | – | ﹤0.01% | 479 |
|
|
2022
Q3 | $0 | Hold |
6
| – | – | ﹤0.01% | 496 |
|
|
2022
Q2 | $0 | Hold |
6
| – | – | ﹤0.01% | 738 |
|
|
2022
Q1 | $0 | Buy |
+6
| New | – | ﹤0.01% | 833 |
|