BHWM
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Bay Harbor Wealth Management’s SM Energy SM Stock Holding History

Bay Harbor Wealth Management’s Portfolio SM Stock Details SM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$24 Sell
1
-1
-50% -$24 ﹤0.01% 1240
2025
Q1 		$59 Buy
+2
New +$59 ﹤0.01% 999