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

McCarter 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
2025
Q2 		$202K Sell
8,178
-600
-7% -$14.8K 0.12% 116
2025
Q1 		$263K Hold
8,778
– – 0.17% 89
2024
Q4 		$340K Hold
8,778
– – 0.22% 76
2024
Q3 		$351K Buy
+8,778
New +$351K 0.22% 77