Planning Capital Management Corporation’s SM Energy SM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	$15K	Hold	376	–	–	0.01%	364
2024 Q2	$16.3K	Hold	376	–	–	0.01%	325
2024 Q1	$18.7K	Sell	376 -23	-6%	-$1.15K	0.01%	301
2023 Q4	$15.5K	Buy	+399	New	+$15.5K	0.01%	352