Bollard Group’s SM Energy SM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-303	Closed	-$12K	–	359
2023 Q3	$12K	Buy	303 +1	+0.3%	+$40	﹤0.01%	259
2023 Q2	$10K	Buy	+302	New	+$10K	﹤0.01%	306