PWA
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Physician Wealth Advisors’s SM Energy SM Stock Holding History

Physician Wealth Advisors’s Portfolio SM Stock Details SM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$7.22K Buy
292
+35
+14% +$865 ﹤0.01% 712
2025
Q1 		$7.7K Buy
+257
New +$7.7K ﹤0.01% 656