Kingsview Wealth 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 Q2	–	Sell	-4,827	Closed	-$241K	–	1111
2024 Q1	$241K	Sell	4,827 -33,631	-87%	-$1.68M	0.01%	900
2023 Q4	$1.49M	Buy	+38,458	New	+$1.49M	0.04%	353