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KLR Investment Advisors’s SM Energy SM Stock Holding History

KLR Investment Advisors’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
Q1 		$323K Sell
6,596
-612
-8% -$30K 0.23% 131
2023
Q4 		$279K Buy
+7,208
New +$279K 0.2% 152