Turner Investments’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-2,925
| Closed | -$228K | – | 543 |
|
|
2014
Q3 | $228K | Sell |
2,925
-194
| -6% | -$15.1K | 0.01% | 460 |
|
|
2014
Q2 | $262K | Sell |
3,119
-248
| -7% | -$20.8K | 0.01% | 475 |
|
|
2014
Q1 | $240K | Sell |
3,367
-243
| -7% | -$17.3K | 0.01% | 548 |
|
|
2013
Q4 | $300K | Sell |
3,610
-35,799
| -91% | -$2.97M | 0.01% | 529 |
|
|
2013
Q3 | $3.04M | Sell |
39,409
-170,911
| -81% | -$13.2M | 0.05% | 335 |
|
|
2013
Q2 | $12.6M | Buy |
+210,320
| New | +$12.6M | 0.17% | 196 |
|