Heritage Wealth Management (Arizona)’s SM Energy SM Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio SM Stock Details SM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$254K	Sell
2024 Q1	$334K	Sell
2023 Q4	$263K	Buy