Mount Yale Investment Advisors’s SM Energy SM Stock Holding History

Mount Yale Investment Advisors’s Portfolio SM Stock Details SM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$105K	Buy
2024 Q2	–	Sell
2024 Q1	$691K	Sell
2023 Q4	$538K	Hold
2023 Q3	$551K	Buy