Private Wealth Management Group’s SM Energy SM Stock Holding History

Private Wealth Management Group’s Portfolio SM Stock Details SM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$4.75K	Hold
2025 Q2	$4.7K	Buy
2025 Q1	$659	Hold
2024 Q4	$853	Sell
2024 Q3	$6.96K	Buy
2024 Q2	$4.67K	Buy
2024 Q1	$2.99K	Hold
2023 Q4	$2.32K	Buy