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Crewe Advisors’s SM Energy SM Stock Holding History

Crewe Advisors’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
Q3 		– Sell
-302
Closed -$13.1K – 959
2024
Q2 		$13.1K Buy
302
+223
+282% +$9.64K ﹤0.01% 636
2024
Q1 		$3.94K Buy
+79
New +$3.94K ﹤0.01% 776