Avion Wealth’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2K | Buy |
85
+48
| +130% | +$1.13K | ﹤0.01% | 853 |
|
|
2025
Q1 | $1K | Hold |
37
| – | – | ﹤0.01% | 921 |
|
|
2024
Q4 | $1K | Sell |
37
-11
| -23% | -$297 | ﹤0.01% | 919 |
|
|
2024
Q3 | $1K | Buy |
48
+11
| +30% | +$229 | ﹤0.01% | 898 |
|
|
2024
Q2 | $1K | Hold |
37
| – | – | ﹤0.01% | 810 |
|
|
2024
Q1 | $2K | Hold |
37
| – | – | ﹤0.01% | 763 |
|
|
2023
Q4 | $1K | Hold |
37
| – | – | ﹤0.01% | 960 |
|
|
2023
Q3 | $1K | Hold |
37
| – | – | ﹤0.01% | 726 |
|
|
2023
Q2 | $1K | Buy |
+37
| New | +$1K | ﹤0.01% | 643 |
|