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McGlone Suttner Wealth Management’s SM Energy SM Stock Holding History

McGlone Suttner Wealth Management’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 		– Sell
-1,052
Closed -$40.7K – 691
2023
Q4 		$40.7K Buy
+1,052
New +$40.7K 0.01% 307