CVA Family Office’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.93K | Buy |
+78
| New | +$1.93K | ﹤0.01% | 999 |
|
|
2025
Q1 | – | Sell |
-71
| Closed | -$2.75K | – | 1462 |
|
|
2024
Q4 | $2.75K | Buy |
71
+45
| +173% | +$1.74K | ﹤0.01% | 948 |
|
|
2024
Q3 | $1.04K | Sell |
26
-2
| -7% | -$80 | ﹤0.01% | 1072 |
|
|
2024
Q2 | $1.21K | Buy |
+28
| New | +$1.21K | ﹤0.01% | 1044 |
|