HWMA
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		$254K Sell
5,876
-826
-12% -$35.7K 0.14% 135
2024
Q1 		$334K Sell
6,702
-92
-1% -$4.59K 0.17% 120
2023
Q4 		$263K Buy
+6,794
New +$263K 0.14% 128