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Ellsworth Advisors’s SM Energy SM Stock Holding History

Ellsworth 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
-10,422
Closed -$451K – 194
2024
Q2 		$451K Buy
10,422
+705
+7% +$30.5K 0.13% 143
2024
Q1 		$493K Buy
+9,717
New +$493K 0.14% 126