Aaron Wealth Advisors’s SM Energy SM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-5,117	Closed	-$205K	–	476
2024 Q3	$205K	Buy	5,117 +83	+2%	+$3.32K	0.02%	410
2024 Q2	$218K	Hold	5,034	–	–	0.03%	298
2024 Q1	$251K	Sell	5,034 -241	-5%	-$12K	0.04%	248
2023 Q4	$204K	Buy	+5,275	New	+$204K	0.03%	248