Global Wealth Strategies & Associates’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $19.6K | Buy |
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|
2025
Q2 | $19.3K | Buy |
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|
2025
Q1 | $23.1K | Buy |
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|
2024
Q4 | $29.8K | Buy |
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|
2024
Q3 | $30.6K | Buy |
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|
2024
Q2 | $32.9K | Buy |
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|
2024
Q1 | $37.8K | Buy |
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|
2023
Q4 | $29.2K | Buy |
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|
2023
Q3 | $29.8K | Buy |
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|
2023
Q2 | $23.7K | Buy |
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|
2023
Q1 | $21K | Buy |
|