LFAS
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Level Four Advisory Services’s SM Energy SM Stock Holding History

Level Four Advisory 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
2023
Q1 		– Sell
-7,976
Closed -$278K – 815
2022
Q4 		$278K Buy
+7,976
New +$278K 0.02% 538