Harvest Group Wealth Management’s SM Energy SM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-177
Closed -$1K 950
2019
Q4
$1K Sell
177
-55
-24% -$311 ﹤0.01% 859
2019
Q3
$2K Buy
232
+120
+107% +$1.03K ﹤0.01% 762
2019
Q2
$1K Buy
112
+48
+75% +$429 ﹤0.01% 805
2019
Q1
$1K Buy
+64
New +$1K ﹤0.01% 840