PWG
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Portside Wealth Group’s SM Energy SM Stock Holding History

Portside Wealth Group’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
Q1 		– Sell
-5,482
Closed -$212K – 440
2024
Q4 		$212K Buy
5,482
+478
+10% +$18.5K 0.04% 390
2024
Q3 		$200K Buy
+5,004
New +$200K 0.03% 377