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Ballentine Partners’s SM Energy SM Stock Holding History

Ballentine 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
Q2 		– Sell
-4,071
Closed -$203K – 797
2024
Q1 		$203K Buy
+4,071
New +$203K ﹤0.01% 673