DFPG Investments’s SM Energy SM Stock Holding History

DFPG Investments’s Portfolio SM Stock Details SM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$2.47M	Sell
2023 Q3	$2.28M	Sell
2023 Q2	$2.61M	Hold
2023 Q1	$2.12M	Buy
2022 Q4	$2.39M	Buy