Avantax Planning Partners’s SM Energy SM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-600	Closed	-$19K	–	1043
2018 Q3	$19K	Buy	+600	New	+$19K	﹤0.01%	721
2018 Q2	–	Sell	-258	Closed	-$5K	–	1273
2018 Q1	$5K	Buy	+258	New	+$5K	﹤0.01%	1352