IWS
Insight Wealth Strategies’s SM Energy SM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.8M | Buy |
107,381
+25,273
| +31% | +$658K | 0.35% | 81 |
|
|
2025
Q1 | $2.46M | Buy |
82,108
+31,024
| +61% | +$929K | 0.33% | 84 |
|
|
2024
Q4 | $1.98M | Buy |
51,084
+2,801
| +6% | +$109K | 0.27% | 96 |
|
|
2024
Q3 | $1.93M | Buy |
48,283
+1,784
| +4% | +$71.3K | 0.25% | 100 |
|
|
2024
Q2 | $2.01M | Buy |
46,499
+2,840
| +7% | +$123K | 0.29% | 90 |
|
|
2024
Q1 | $2.18M | Sell |
43,659
-1,167
| -3% | -$58.2K | 0.32% | 75 |
|
|
2023
Q4 | $1.74M | Buy |
44,826
+3,692
| +9% | +$143K | 0.28% | 87 |
|
|
2023
Q3 | $1.63M | Buy |
41,134
+2,016
| +5% | +$79.9K | 0.32% | 67 |
|
|
2023
Q2 | $1.24M | Buy |
39,118
+518
| +1% | +$16.4K | 0.24% | 82 |
|
|
2023
Q1 | $1.09M | Buy |
38,600
+2,315
| +6% | +$65.2K | 0.21% | 86 |
|
|
2022
Q4 | $1.26M | Buy |
36,285
+6,335
| +21% | +$221K | 0.24% | 76 |
|
|
2022
Q3 | $1.02M | Hold |
29,950
| – | – | 0.19% | 95 |
|
|
2022
Q2 | $1.02M | Buy |
+29,950
| New | +$1.02M | 0.19% | 95 |
|