Wealthfront’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-501
| Closed | -$16K | – | 931 |
|
|
2015
Q3 | $16K | Buy |
501
+183
| +58% | +$5.84K | ﹤0.01% | 816 |
|
|
2015
Q2 | $15K | Buy |
318
+45
| +16% | +$2.12K | ﹤0.01% | 722 |
|
|
2015
Q1 | $14K | Buy |
273
+272
| +27,200% | +$13.9K | ﹤0.01% | 588 |
|
|
2014
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 952 |
|