Winfield Associates’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-50
| Closed | -$2K | – | 561 |
|
|
2017
Q4 | $2K | Hold |
50
| – | – | ﹤0.01% | 686 |
|
|
2017
Q3 | $1K | Buy |
+50
| New | +$1K | ﹤0.01% | 721 |
|
|
2017
Q1 | – | Sell |
-25
| Closed | -$1K | – | 790 |
|
|
2016
Q4 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 664 |
|
|
2016
Q3 | – | Sell |
-10
| Closed | – | – | 730 |
|
|
2016
Q2 | $0 | Buy |
+10
| New | – | ﹤0.01% | 761 |
|