International Assets Investment Management’s SM Energy SM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,439	Closed	-$36	–	1746
2024 Q3	$36	Buy	1,439 +1,403	+3,897%	+$35	﹤0.01%	1742
2024 Q2	$1.56K	Buy	+36	New	+$1.56K	﹤0.01%	2041
2023 Q2	–	Sell	-36	Closed	-$1.01K	–	911
2023 Q1	$1.01K	Buy	+36	New	+$1.01K	﹤0.01%	1046