Series X (StylePlus-Small Growth Series) SM Holdings History
Series X (StylePlus-Small Growth Series)'s SM Energy Co Holding Summary
As of 2024-09-30, Series X (StylePlus-Small Growth Series) held 2,862.00 shares of SM Energy Co(SM), totaling $114,390.00. This investment constitutes 1.54% of their stock portfolio, and Series X (StylePlus-Small Growth Series) now holds 0% of the outstanding SM Energy Co(SM) stock.
The initial trade took place in 2021Q4. And since then Series X (StylePlus-Small Growth Series) has made 8 purchases of SM, at an average price of $35.62, for a total of 4,831.00 shares. In addition, there have been 4 sales at an average price of $41.78 for 1,969.00 shares. Based on historical transaction data and SM's current price of $25.62, Series X (StylePlus-Small Growth Series)'s estimated gain on his SM holdings is $-16,483.88, reflecting a -9.58% gain to date.
Series X (StylePlus-Small Growth Series) SM ($25.62) Holding Chart
Series X (StylePlus-Small Growth Series) SM ($25.62) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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