Milestone Investment Advisors’s SM Energy SM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-25	Closed	-$992	–	391
2023 Q3	$992	Buy	+25	New	+$992	﹤0.01%	424
2023 Q2	–	Sell	-25	Closed	-$704	–	387
2023 Q1	$704	Buy	+25	New	+$704	﹤0.01%	433