Winslow Evans & Crocker’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-290
| Closed | -$10K | – | 1129 |
|
|
2018
Q3 | $10K | Hold |
290
| – | – | ﹤0.01% | 804 |
|
|
2018
Q2 | $8K | Hold |
290
| – | – | ﹤0.01% | 859 |
|
|
2018
Q1 | $5.23K | Hold |
290
| – | – | ﹤0.01% | 903 |
|
|
2017
Q4 | $6.4K | Hold |
290
| – | – | ﹤0.01% | 894 |
|
|
2017
Q3 | $5.15K | Hold |
290
| – | – | ﹤0.01% | 929 |
|
|
2017
Q2 | $4.79K | Buy |
290
+232
| +400% | +$3.84K | ﹤0.01% | 1064 |
|
|
2017
Q1 | $1.37K | Hold |
58
| – | – | ﹤0.01% | 1167 |
|
|
2016
Q4 | $1.97K | Hold |
58
| – | – | ﹤0.01% | 1149 |
|
|
2016
Q3 | $2.2K | Hold |
58
| – | – | ﹤0.01% | 1179 |
|
|
2016
Q2 | $1.54K | Buy |
58
+1
| +2% | +$27 | ﹤0.01% | 1190 |
|
|
2016
Q1 | $1.07K | Sell |
57
-1
| -2% | -$19 | ﹤0.01% | 1206 |
|
|
2015
Q4 | $1.12K | Hold |
58
| – | – | ﹤0.01% | 1285 |
|
|
2015
Q3 | $1.83K | Hold |
58
| – | – | ﹤0.01% | 1188 |
|
|
2015
Q2 | $2.63K | Hold |
58
| – | – | ﹤0.01% | 1181 |
|
|
2015
Q1 | $2.95K | Hold |
58
| – | – | ﹤0.01% | 1122 |
|
|
2014
Q4 | $2.2K | Hold |
58
| – | – | ﹤0.01% | 1191 |
|
|
2014
Q3 | $4.45K | Buy |
58
+1
| +2% | +$77 | ﹤0.01% | 1125 |
|
|
2014
Q2 | $4.79K | Hold |
57
| – | – | ﹤0.01% | 1037 |
|
|
2014
Q1 | $4.06K | Hold |
57
| – | – | ﹤0.01% | 1069 |
|
|
2013
Q4 | $5K | Buy |
+57
| New | +$5K | ﹤0.01% | 1144 |
|