New Wave Wealth Advisors’s SM Energy SM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-72
Closed -$2.79K 581
2024
Q4
$2.79K Buy
+72
New +$2.79K ﹤0.01% 506