Belpointe Asset Management’s SM Energy SM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-833
Closed -$23.4K 2931
2023
Q1
$23.4K Buy
833
+150
+22% +$4.22K ﹤0.01% 2223
2022
Q4
$23.8K Buy
+683
New +$23.8K ﹤0.01% 2060