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Kestra Private Wealth Services’s SM Energy SM Stock Holding History

Kestra Private Wealth Services’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
Q3 		– Sell
-4,701
Closed -$203K – 1450
2024
Q2 		$203K Buy
+4,701
New +$203K ﹤0.01% 1233