AJ Wealth Strategies’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $710K | Buy |
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|
2023
Q1 | $629K | Buy |
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|
2022
Q4 | $774K | Buy |
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|
2022
Q3 | $833K | Hold |
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|
2022
Q2 | $757K | Buy |
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|
2022
Q1 | $862K | Hold |
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|
2021
Q4 | $653K | Sell |
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|
2021
Q3 | $867K | Hold |
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|
2021
Q2 | $810K | Buy |
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|
2021
Q1 | $538K | Hold |
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|
2020
Q4 | $201K | Buy |
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|
2020
Q3 | $52K | Hold |
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|
2020
Q2 | $123K | Buy |
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|
2020
Q1 | $40K | Buy |
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