Wealthspire Advisors (Maryland)’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,325
| Closed | -$23K | – | 1800 |
|
|
2019
Q1 | $23K | Sell |
1,325
-309
| -19% | -$5.36K | ﹤0.01% | 1221 |
|
|
2018
Q4 | $25K | Buy |
1,634
+83
| +5% | +$1.27K | ﹤0.01% | 1121 |
|
|
2018
Q3 | $49K | Sell |
1,551
-178
| -10% | -$5.62K | ﹤0.01% | 983 |
|
|
2018
Q2 | $44K | Sell |
1,729
-75
| -4% | -$1.91K | ﹤0.01% | 1021 |
|
|
2018
Q1 | $33K | Sell |
1,804
-54
| -3% | -$988 | ﹤0.01% | 1137 |
|
|
2017
Q4 | $41K | Buy |
1,858
+243
| +15% | +$5.36K | ﹤0.01% | 1089 |
|
|
2017
Q3 | $29K | Sell |
1,615
-345
| -18% | -$6.2K | ﹤0.01% | 1172 |
|
|
2017
Q2 | $32K | Buy |
1,960
+659
| +51% | +$10.8K | ﹤0.01% | 1106 |
|
|
2017
Q1 | $31K | Buy |
1,301
+655
| +101% | +$15.6K | ﹤0.01% | 946 |
|
|
2016
Q4 | $22K | Sell |
646
-154
| -19% | -$5.25K | ﹤0.01% | 995 |
|
|
2016
Q3 | $31K | Buy |
800
+159
| +25% | +$6.16K | ﹤0.01% | 922 |
|
|
2016
Q2 | $17K | Buy |
641
+81
| +14% | +$2.15K | ﹤0.01% | 1054 |
|
|
2016
Q1 | $10K | Buy |
560
+7
| +1% | +$125 | ﹤0.01% | 1190 |
|
|
2015
Q4 | $11K | Buy |
+553
| New | +$11K | ﹤0.01% | 1177 |
|