TradeWorx’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $252K | Buy |
+3,225
| New | +$252K | 0.33% | 127 |
|
|
2014
Q2 | – | Sell |
-8,229
| Closed | -$587K | – | 446 |
|
|
2014
Q1 | $587K | Sell |
8,229
-10,159
| -55% | -$725K | 0.51% | 36 |
|
|
2013
Q4 | $1.53M | Buy |
18,388
+12,390
| +207% | +$1.03M | 0.66% | 17 |
|
|
2013
Q3 | $463K | Buy |
+5,998
| New | +$463K | 0.21% | 172 |
|