AE Wealth Management’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-13,497
| Closed | -$535K | – | 2164 |
|
|
2023
Q3 | $535K | Buy |
+13,497
| New | +$535K | ﹤0.01% | 1338 |
|
|
2022
Q4 | – | Sell |
-18,448
| Closed | -$694K | – | 1906 |
|
|
2022
Q3 | $694K | Buy |
+18,448
| New | +$694K | 0.01% | 1082 |
|
|
2022
Q2 | – | Sell |
-17,416
| Closed | -$678K | – | 1820 |
|
|
2022
Q1 | $678K | Buy |
+17,416
| New | +$678K | ﹤0.01% | 1072 |
|