Avior 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5
| Closed | -$193 | – | 2071 |
|
|
2024
Q4 | $193 | Sell |
5
-82
| -94% | -$3.17K | ﹤0.01% | 2369 |
|
|
2024
Q3 | $3.48K | Buy |
+87
| New | +$3.48K | ﹤0.01% | 1881 |
|
|
2024
Q2 | – | Sell |
-51
| Closed | -$2.54K | – | 3511 |
|
|
2024
Q1 | $2.54K | Sell |
51
-51
| -50% | -$2.54K | ﹤0.01% | 2234 |
|
|
2023
Q4 | $3.95K | Buy |
102
+4
| +4% | +$155 | ﹤0.01% | 1210 |
|
|
2023
Q3 | $3.89K | Buy |
+98
| New | +$3.89K | ﹤0.01% | 1262 |
|