AWM
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Activest Wealth Management’s SM Energy SM Stock Holding History

Activest Wealth Management’s Portfolio SM Stock Details SM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Hold
0
– – – 1368
2025
Q1 		– Sell
-1
Closed -$39 – 1375
2024
Q4 		$39 Buy
+1
New +$39 ﹤0.01% 780