Cary Street Partners Investment Advisory’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	-285	Closed	-$11.3K	–	1634
2023 Q3	$11.3K	Hold	285	–	–	﹤0.01%	1267
2023 Q2	$9.02K	Hold	285	–	–	﹤0.01%	1273
2023 Q1	$8.03K	Sell	285 -45	-14%	-$1.27K	﹤0.01%	1207
2022 Q4	$11.5K	Buy	+330	New	+$11.5K	﹤0.01%	1113