Kore Private Wealth’s SM Energy SM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$1.8M Sell
2022
Q2
$1.8M Sell
2022
Q1
$2.14M Buy
2021
Q4
$1.57M Sell
2021
Q3
$1.55M Buy
2021
Q2
$1.11M Buy
2021
Q1
$737K Buy