PFA
SMM

Pettinga Financial Advisors’s Salient Midstream & MLP Fund SMM Stock Holding History

Pettinga Financial Advisors’s Portfolio SMM Stock Details SMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-57,850
Closed -$477K – 116
2022
Q1 		$477K Sell
57,850
-79,681
-58% -$657K 0.12% 73
2021
Q4 		$927K Buy
+137,531
New +$927K 0.23% 60