Avior Wealth Management’s SM Energy SM Stock Holding History

Avior Wealth Management’s Portfolio SM Stock Details SM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$193	Sell
2024 Q3	$3.48K	Buy
2024 Q2	–	Sell
2024 Q1	$2.54K	Sell
2023 Q4	$3.95K	Buy
2023 Q3	$3.88K	Buy