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Valeo Financial Advisors’s SM Energy SM Stock Holding History

Valeo Financial Advisors’s Portfolio SM Stock Details SM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-40
Closed -$1K – 1642
2019
Q1 		$1K Hold
40
– – ﹤0.01% 1478
2018
Q4 		$1K Hold
40
– – ﹤0.01% 1405
2018
Q3 		$1K Buy
+40
New +$1K ﹤0.01% 1668