GoalVest Advisory’s SM Energy SM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-11	Closed	-$426	–	470
2023 Q4	$426	Sell	11 -78	-88%	-$3.02K	﹤0.01%	356
2023 Q3	$3.53K	Buy	89 +14	+19%	+$555	﹤0.01%	374
2023 Q2	$2.37K	Buy	+75	New	+$2.37K	﹤0.01%	344