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Forum Financial Management’s SM Energy SM Stock Holding History

Forum Financial Management’s Portfolio SM Stock Details SM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-5,538
Closed -$208K – 605
2022
Q3 		$208K Buy
+5,538
New +$208K 0.01% 487