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Baldwin Wealth Partners’s SM Energy SM Stock Holding History

Baldwin Wealth Partners’s Portfolio SM Stock Details SM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-5,537
Closed -$221K – 882
2024
Q3 		$221K Buy
+5,537
New +$221K 0.02% 316